Clearview Wealth Advisors LLC SCHD holdings history
SCHWAB US DVD EQUITY ETF · CUSIP 808524797 · CIK 1840306
As of 2025-12-31, Clearview Wealth Advisors LLC reported 26.53K SCHD (shares), valued at $727.63K, or 0.46% of its reported non-derivative portfolio. Filed 2026-02-17.
Verify history & sources →Shares decreased 23.76%; reported value decreased 23.40%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | 0.46% | 26,527 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.61% | 34,796 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 0.67% | 36,456 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.76% | 36,588 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 1.09% | 52,321 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.39% | 21,387 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.89% | 27,832 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 4.20% | 51,023 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 4.20% | 47,319 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 4.08% | 46,512 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.08% | 46,512 | $3.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 4.20% | 47,319 | $3.60M | Shares increased 1.74%; reported value increased 9.45%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 4.20% | 51,023 | $4.11M | Shares increased 7.83%; reported value increased 14.20%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 1.89% | 27,832 | $2.16M | Shares decreased 45.45%; reported value decreased 47.39%, and weight changed -2.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 1.39% | 21,387 | $1.81M | Shares decreased 23.16%; reported value decreased 16.47%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.09% | 52,321 | $1.43M | Shares increased 144.64%; reported value decreased 20.93%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.76% | 36,588 | $1.02M | Shares decreased 30.07%; reported value decreased 28.43%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.67% | 36,456 | $966.09K | Shares decreased 0.36%; reported value decreased 5.56%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.61% | 34,796 | $949.94K | Shares decreased 4.55%; reported value decreased 1.67%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 0.46% | 26,527 | $727.63K | Shares decreased 23.76%; reported value decreased 23.40%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.