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Clearstead Advisors, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on SCHF, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 307,493 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,493 shares
    Change vs previous 13F -5,702 shares

    0.08% of the 13F portfolio, value $8,517,547.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 313,195 shares
    Change vs previous 13F +52,534 shares

    0.07% of the 13F portfolio, value $7,751,580.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 260,661 shares
    Change vs previous 13F -4,310 shares

    0.08% of the 13F portfolio, value $6,266,294.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 264,971 shares
    Change vs previous 13F +24,680 shares

    0.09% of the 13F portfolio, value $6,168,512.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 240,291 shares
    Change vs previous 13F -3,713 shares

    0.07% of the 13F portfolio, value $5,310,425.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 244,004 shares
    Change vs previous 13F -6,302 shares

    0.07% of the 13F portfolio, value $4,826,391.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 250,306 shares
    Change vs previous 13F +107,951 shares

    0.07% of the 13F portfolio, value $4,630,653.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 142,355 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,853,611.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).