Skip to content
Disclosery

Clearview Wealth Advisors LLC: SCHC position timeline

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

Clearview Wealth Advisors LLC held 18,592 SCHC shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,592 shares
    Change vs previous 13F +472 shares

    0.54% of the 13F portfolio, value $846,472.

    13F-HR 0001840306-26-000001 filed by Clearview Wealth 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 ended2025-09-30
    13F 18,120 shares
    Change vs previous 13F +1,104 shares

    0.53% of the 13F portfolio, value $824,653.

    13F-HR 0001840306-25-000002 filed by Clearview Wealth 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 ended2025-06-30
    13F 17,016 shares
    Change vs previous 13F -461 shares

    0.5% of the 13F portfolio, value $724,722.

    13F-HR 0001754960-25-000482 filed by Clearview Wealth 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 ended2025-03-31
    13F 17,477 shares
    Change vs previous 13F +690 shares

    0.47% of the 13F portfolio, value $627,081.

    13F-HR 0001754960-25-000241 filed by Clearview Wealth 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 ended2024-12-31
    13F 16,787 shares
    Change vs previous 13F +712 shares

    0.44% of the 13F portfolio, value $576,304.

    13F-HR 0001754960-25-000065 filed by Clearview Wealth 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 ended2024-09-30
    13F 16,075 shares
    Change vs previous 13F +1,567 shares

    0.48% of the 13F portfolio, value $619,379.

    13F-HR 0001754960-24-000497 filed by Clearview Wealth 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 ended2024-06-30
    13F 14,508 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $516,195.

    13F-HR 0001754960-24-000372 filed by Clearview Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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