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Clearwater Capital Advisors, LLC: SCHX position timeline

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

Clearwater Capital Advisors, LLC held 971,610 SCHX 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 971,610 shares
    Change vs previous 13F +13,302 shares

    2.1% of the 13F portfolio, value $28,594,470.

    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 958,308 shares
    Change vs previous 13F +50,843 shares

    1.98% of the 13F portfolio, value $24,571,016.

    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 907,465 shares
    Change vs previous 13F +5,597 shares

    2.04% of the 13F portfolio, value $24,419,884.

    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 901,868 shares
    Change vs previous 13F +10,641 shares

    2.02% of the 13F portfolio, value $23,755,215.

    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 891,227 shares
    Change vs previous 13F +10,704 shares

    1.99% of the 13F portfolio, value $21,781,595.

    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 880,523 shares
    Change vs previous 13F +34,203 shares

    1.88% of the 13F portfolio, value $19,441,951.

    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 846,320 shares
    Change vs previous 13F +549,795 shares

    1.92% of the 13F portfolio, value $19,617,709.

    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 296,525 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $20,119,218.

    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).