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Clearwater Capital Advisors, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearwater Capital Advisors, LLC on SCHC, newest first. How the timeline and the estimate are built.

Clearwater Capital Advisors, LLC held 204,909 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 204,909 shares
    Change vs previous 13F +1,683 shares

    0.72% of the 13F portfolio, value $9,860,204.

    13F-HR 0001690531-26-000004 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 203,226 shares
    Change vs previous 13F +12,414 shares

    0.77% of the 13F portfolio, value $9,498,765.

    13F-HR 0001690531-26-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 190,812 shares
    Change vs previous 13F +3,641 shares

    0.72% of the 13F portfolio, value $8,687,653.

    13F-HR 0001690531-26-000002 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,171 shares
    Change vs previous 13F -1,225 shares

    0.73% of the 13F portfolio, value $8,518,133.

    13F-HR 0001690531-25-000007 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 188,396 shares
    Change vs previous 13F -2,138 shares

    0.73% of the 13F portfolio, value $8,023,767.

    13F-HR 0001690531-25-000005 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 190,534 shares
    Change vs previous 13F +9,542 shares

    0.66% of the 13F portfolio, value $6,836,363.

    13F-HR 0001690531-25-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 180,992 shares
    Change vs previous 13F +14,718 shares

    0.61% of the 13F portfolio, value $6,213,444.

    13F-HR 0001690531-25-000001 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 166,274 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,406,545.

    13F-HR 0001690531-24-000006 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).