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Clarius Group, LLC

SEC CIK
0001664214
Latest filing
Jan 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Clarius Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q4 2025 holdings

Shares (Q4 2025)
5,799
Value
$579.4K
% of portfolio
<0.1%
Quarters held
19
Since Q2 2021
Holdings of SCHW by Clarius Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20255,799$579.4K<0.1%−1,828−24.0%ReducedHolders
Q3 20257,627$728.1K<0.1%−3,174−29.4%ReducedHolders
Q2 202510,801$985.5K0.1%+931+9.4%AddedHolders
Q1 20259,870$772.6K<0.1%+71+0.7%AddedHolders
Q4 20249,799$725.2K<0.1%+51+0.5%AddedHolders
Q3 20249,748$629.4K<0.1%−184−1.9%ReducedHolders
Q2 20249,932$731.9K0.1%−417−4.0%ReducedHolders
Q1 202410,349$748.6K0.1%−1,915−15.6%ReducedHolders
Q4 202312,264$843.8K0.1%−524−4.1%ReducedHolders
Q3 202312,788$702.1K0.1%−1,348−9.5%ReducedHolders
Q2 202314,136$801.2K0.1%−2,243−13.7%ReducedHolders
Q1 202316,379$857.9K0.1%+738+4.7%AddedHolders
Q4 202215,641$1.30M0.1%+755+5.1%AddedHolders
Q3 202214,886$1.07M0.1%+205+1.4%AddedHolders
Q2 202214,681$928.0K0.1%+1,409+10.6%AddedHolders
Q1 202213,272$1.12M0.1%00.0%UnchangedHolders
Q4 202113,272$1.12M0.1%+568+4.5%AddedHolders
Q3 202112,704$925.0K0.1%+586+4.8%AddedHolders
Q2 202112,118$882.0K0.1%+12,118NewHolders