Skip to content
Disclosery

Clearstead Advisors, LLC: SCHR position timeline

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

Clearstead Advisors, LLC held 2,077,660 SCHR 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 2,077,660 shares
    Change vs previous 13F +123,617 shares

    0.48% of the 13F portfolio, value $51,235,099.

    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 1,954,043 shares
    Change vs previous 13F +184,444 shares

    0.44% of the 13F portfolio, value $48,675,211.

    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 1,769,599 shares
    Change vs previous 13F +55,582 shares

    0.56% of the 13F portfolio, value $44,381,541.

    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 1,714,017 shares
    Change vs previous 13F +130,244 shares

    0.63% of the 13F portfolio, value $43,073,242.

    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 1,583,773 shares
    Change vs previous 13F -15,728 shares

    0.56% of the 13F portfolio, value $39,641,843.

    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 1,599,501 shares
    Change vs previous 13F +155,405 shares

    0.62% of the 13F portfolio, value $39,763,584.

    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 1,444,096 shares
    Change vs previous 13F +760,479 shares

    0.53% of the 13F portfolio, value $35,077,100.

    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 683,617 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $34,591,015.

    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).