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Clearview Wealth Advisors LLC: SCHG position timeline

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

Clearview Wealth Advisors LLC held 100,351 SCHG 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 100,351 shares
    Change vs previous 13F -358 shares

    2.07% of the 13F portfolio, value $3,273,442.

    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 100,709 shares
    Change vs previous 13F +4,665 shares

    2.06% of the 13F portfolio, value $3,213,624.

    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 96,044 shares
    Change vs previous 13F +1,508 shares

    1.95% of the 13F portfolio, value $2,805,456.

    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 94,536 shares
    Change vs previous 13F -6,434 shares

    1.77% of the 13F portfolio, value $2,367,174.

    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 100,970 shares
    Change vs previous 13F +75,835 shares

    2.14% of the 13F portfolio, value $2,814,034.

    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 25,135 shares
    Change vs previous 13F +2,085 shares

    2.02% of the 13F portfolio, value $2,618,602.

    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 23,050 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,324,362.

    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).