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Clearview Wealth Advisors LLC: SCHP position timeline

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

Clearview Wealth Advisors LLC held 11,692 SCHP 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 11,692 shares
    Change vs previous 13F +1,711 shares

    0.2% of the 13F portfolio, value $309,721.

    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 9,981 shares
    Change vs previous 13F -420 shares

    0.17% of the 13F portfolio, value $268,988.

    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 10,401 shares
    Change vs previous 13F -93 shares

    0.19% of the 13F portfolio, value $277,502.

    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 10,494 shares
    Change vs previous 13F -500 shares

    0.21% of the 13F portfolio, value $282,187.

    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 10,994 shares
    Change vs previous 13F +6,321 shares

    0.22% of the 13F portfolio, value $283,975.

    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 4,673 shares
    Change vs previous 13F +706 shares

    0.19% of the 13F portfolio, value $250,591.

    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 3,967 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $206,342.

    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).