Schear Investment Advisers, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 820,710
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 245 | 820,710 | 13F-HR | Schear Investment Advisers, LLC |
| Q2 2026 | 7/27/2026 | 83 | 298,999 | 13F-HR | Schear Investment Advisers, LLC |
| Q1 2026 | 4/28/2026 | 77 | 226,773 | 13F-HR | Schear Investment Advisers, LLC |
| Q4 2025 | 1/28/2026 | 75 | 232,355 | 13F-HR | Schear Investment Advisers, LLC |
| Q3 2025 | 10/21/2025 | 86 | 224,521 | 13F-HR | Schear Investment Advisers, LLC |
| Q2 2025 | 8/14/2025 | 86 | 202,006 | 13F-HR | Schear Investment Advisers, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 523.1 K | 63.7% | 239.3 K | 0 | 239.3 K |
| ETFs | 292.6 K | 35.7% | 277.4 K | 0 | 277.4 K |
| Debt | 4.994 K | 0.6% | 4.994 K | 0 | 4.994 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
820,710
Holdings
245
QoQ value change ($000)
521,711
(174.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.