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Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Clearview Wealth Advisors 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)
3,963
Value
$395.9K
% of portfolio
0.3%
Quarters held
12
Since Q1 2021
Holdings of SCHW by Clearview Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,963$395.9K0.3%−195−4.7%ReducedHolders
Q3 20254,158$397.0K0.3%−112−2.6%ReducedHolders
Q2 20254,270$389.6K0.3%−6−0.1%ReducedHolders
Q1 20254,276$334.7K0.3%−137−3.1%ReducedHolders
Q4 20244,413$326.6K0.2%−31−0.7%ReducedHolders
Q3 20244,444$288.0K0.2%−100−2.2%ReducedHolders
Q2 20244,544$334.8K0.3%−208−4.4%ReducedHolders
Q1 20244,752$343.8K0.4%+4,752NewHolders
Q1 20220$00.0%−141−100.0%Sold outHolders
Q4 2021141$12.0K<0.1%00.0%UnchangedHolders
Q3 2021141$10.0K<0.1%+15+11.9%AddedHolders
Q2 2021126$9.00K<0.1%00.0%UnchangedHolders
Q1 2021126$8.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.