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Clearview Wealth Advisors LLC: SCHX position timeline

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

Clearview Wealth Advisors LLC held 212,105 SCHX 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 212,105 shares
    Change vs previous 13F -766 shares

    3.62% of the 13F portfolio, value $5,707,738.

    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 212,871 shares
    Change vs previous 13F +10,928 shares

    3.59% of the 13F portfolio, value $5,607,033.

    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 201,943 shares
    Change vs previous 13F +1,507 shares

    3.44% of the 13F portfolio, value $4,935,478.

    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 200,436 shares
    Change vs previous 13F -10,442 shares

    3.31% of the 13F portfolio, value $4,425,619.

    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 210,878 shares
    Change vs previous 13F +141,871 shares

    3.72% of the 13F portfolio, value $4,888,146.

    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 69,007 shares
    Change vs previous 13F +7,363 shares

    3.61% of the 13F portfolio, value $4,682,118.

    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 61,644 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $3,960,627.

    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).