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Clarus Wealth Advisors

SEC CIK
0001730149
Latest filing
Jul 9, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Clarus Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2023)
3,987
Value
$226.4K
% of portfolio
0.1%
Quarters held
2
Since Q1 2022
Holdings of SCHW by Clarus Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023––––Not filedHolders
Q2 20233,987$226.4K0.1%+3,987NewHolders
Q2 20220$00.0%−5,371−100.0%Sold outHolders
Q1 20225,371$438.0K0.3%+5,371NewHolders