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Clearview Wealth Advisors LLC: SCHW position timeline

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

Clearview Wealth Advisors LLC held 3,963 SCHW 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 3,963 shares
    Change vs previous 13F -195 shares

    0.25% of the 13F portfolio, value $395,943.

    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 4,158 shares
    Change vs previous 13F -112 shares

    0.25% of the 13F portfolio, value $396,964.

    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 4,270 shares
    Change vs previous 13F -6 shares

    0.27% of the 13F portfolio, value $389,595.

    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 4,276 shares
    Change vs previous 13F -137 shares

    0.25% of the 13F portfolio, value $334,725.

    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 4,413 shares
    Change vs previous 13F -31 shares

    0.25% of the 13F portfolio, value $326,606.

    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 4,444 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $288,016.

    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 4,544 shares
    Change vs previous 13F -208 shares

    0.29% of the 13F portfolio, value $334,847.

    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).

  8. period ended2024-03-31
    13F 4,752 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $343,760.

    13F-HR 0001754960-24-000110 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).