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Clearstead Advisors, LLC: SCHX position timeline

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

Clearstead Advisors, LLC held 142,897 SCHX 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 142,897 shares
    Change vs previous 13F -23,122 shares

    0.04% of the 13F portfolio, value $4,205,458.

    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 166,019 shares
    Change vs previous 13F +58,314 shares

    0.04% of the 13F portfolio, value $4,256,720.

    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 107,705 shares
    Change vs previous 13F -1,294 shares

    0.04% of the 13F portfolio, value $2,898,334.

    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 108,999 shares
    Change vs previous 13F -2,620 shares

    0.04% of the 13F portfolio, value $2,871,040.

    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 111,619 shares
    Change vs previous 13F +1,737 shares

    0.04% of the 13F portfolio, value $2,727,974.

    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 109,882 shares
    Change vs previous 13F +2,253 shares

    0.04% of the 13F portfolio, value $2,426,198.

    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 107,629 shares
    Change vs previous 13F +72,033 shares

    0.04% of the 13F portfolio, value $2,494,851.

    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 35,596 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,415,222.

    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).