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Clearwater Capital Advisors, LLC: SCHM position timeline

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

Clearwater Capital Advisors, LLC held 464,741 SCHM 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 464,741 shares
    Change vs previous 13F -8,270 shares

    1.26% of the 13F portfolio, value $17,134,994.

    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 473,011 shares
    Change vs previous 13F +16,319 shares

    1.18% of the 13F portfolio, value $14,644,418.

    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 456,692 shares
    Change vs previous 13F +6,560 shares

    1.14% of the 13F portfolio, value $13,732,734.

    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 450,132 shares
    Change vs previous 13F +7,052 shares

    1.14% of the 13F portfolio, value $13,341,920.

    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 443,080 shares
    Change vs previous 13F +18,387 shares

    1.14% of the 13F portfolio, value $12,428,407.

    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 424,693 shares
    Change vs previous 13F +18,895 shares

    1.08% of the 13F portfolio, value $11,126,968.

    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 405,798 shares
    Change vs previous 13F +275,500 shares

    1.1% of the 13F portfolio, value $11,244,655.

    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 130,298 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $10,826,480.

    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).