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Clearstead Advisors, LLC: SCHW position timeline

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

Clearstead Advisors, LLC held 235,801 SCHW 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 235,801 shares
    Change vs previous 13F -10,537 shares

    0.21% of the 13F portfolio, value $21,757,285.

    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 246,338 shares
    Change vs previous 13F +4,509 shares

    0.21% of the 13F portfolio, value $23,150,819.

    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 241,829 shares
    Change vs previous 13F +706 shares

    0.3% of the 13F portfolio, value $24,161,145.

    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 241,123 shares
    Change vs previous 13F +6,460 shares

    0.34% of the 13F portfolio, value $23,020,088.

    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 234,663 shares
    Change vs previous 13F +11,206 shares

    0.3% of the 13F portfolio, value $21,410,628.

    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 223,457 shares
    Change vs previous 13F -1,301 shares

    0.27% of the 13F portfolio, value $17,492,202.

    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 224,758 shares
    Change vs previous 13F +1,170 shares

    0.25% of the 13F portfolio, value $16,634,308.

    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 223,588 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $14,490,731.

    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).