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Clearwater Capital Advisors, LLC: SCHO position timeline

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

Clearwater Capital Advisors, LLC held 104,944 SCHO 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 104,944 shares
    Change vs previous 13F -89,405 shares

    0.19% of the 13F portfolio, value $2,533,349.

    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 194,349 shares
    Change vs previous 13F -357,738 shares

    0.38% of the 13F portfolio, value $4,716,851.

    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 552,087 shares
    Change vs previous 13F -2,033,683 shares

    1.12% of the 13F portfolio, value $13,454,361.

    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 2,585,770 shares
    Change vs previous 13F +123,820 shares

    5.38% of the 13F portfolio, value $63,092,795.

    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 2,461,950 shares
    Change vs previous 13F -3,284 shares

    5.48% of the 13F portfolio, value $60,022,346.

    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 2,465,234 shares
    Change vs previous 13F +17,646 shares

    5.8% of the 13F portfolio, value $60,003,796.

    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 2,447,588 shares
    Change vs previous 13F +1,283,078 shares

    5.76% of the 13F portfolio, value $58,888,975.

    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 1,164,510 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $57,037,699.

    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).