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Clearview Wealth Advisors LLC: SCHO position timeline

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

Clearview Wealth Advisors LLC held 64,164 SCHO 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 64,164 shares
    Change vs previous 13F +4,672 shares

    0.99% of the 13F portfolio, value $1,563,677.

    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 59,492 shares
    Change vs previous 13F +2,758 shares

    0.93% of the 13F portfolio, value $1,451,605.

    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 56,734 shares
    Change vs previous 13F +401 shares

    0.96% of the 13F portfolio, value $1,383,175.

    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 56,333 shares
    Change vs previous 13F -174 shares

    1.02% of the 13F portfolio, value $1,371,145.

    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 56,507 shares
    Change vs previous 13F +30,881 shares

    1.03% of the 13F portfolio, value $1,359,552.

    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 25,626 shares
    Change vs previous 13F +3,258 shares

    0.97% of the 13F portfolio, value $1,255,155.

    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 22,368 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,076,560.

    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).