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Clearview Wealth Advisors LLC: SCHZ position timeline

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

Clearview Wealth Advisors LLC held 505,777 SCHZ 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 505,777 shares
    Change vs previous 13F +8,189 shares

    7.49% of the 13F portfolio, value $11,820,015.

    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 497,588 shares
    Change vs previous 13F +18,289 shares

    7.48% of the 13F portfolio, value $11,678,399.

    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 479,299 shares
    Change vs previous 13F -6,395 shares

    7.76% of the 13F portfolio, value $11,138,908.

    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 485,694 shares
    Change vs previous 13F -3,013 shares

    8.4% of the 13F portfolio, value $11,248,680.

    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 488,707 shares
    Change vs previous 13F +253,441 shares

    8.43% of the 13F portfolio, value $11,093,660.

    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 235,266 shares
    Change vs previous 13F +28,167 shares

    8.62% of the 13F portfolio, value $11,179,851.

    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 207,099 shares
    Change vs previous 13F +102,539 shares

    8.24% of the 13F portfolio, value $9,439,554.

    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 104,560 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $4,809,740.

    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).