Clearwater Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6M | Buy |
473,011
+16,319
| +4% | +$520K | 1.18% | 20 |
|
|
2025
Q4 | $13.7M | Buy |
456,692
+6,560
| +1% | +$196K | 1.14% | 23 |
|
|
2025
Q3 | $13.3M | Buy |
450,132
+7,052
| +2% | +$205K | 1.14% | 22 |
|
|
2025
Q2 | $12.4M | Buy |
443,080
+18,387
| +4% | +$485K | 1.14% | 24 |
|
|
2025
Q1 | $11.1M | Buy |
424,693
+18,895
| +5% | +$526K | 1.08% | 23 |
|
|
2024
Q4 | $11.2M | Buy |
405,798
+14,904
| +4% | +$425K | 1.1% | 23 |
|
|
2024
Q3 | $10.8M | Buy |
390,894
+14,025
| +4% | +$373K | 1.05% | 24 |
|
|
2024
Q2 | $9.78M | Buy |
376,869
+813
| +0.2% | +$21.3K | 1.04% | 25 |
|
|
2024
Q1 | $10.2M | Buy |
376,056
+702
| +0.2% | +$17.9K | 1.09% | 24 |
|
|
2023
Q4 | $9.42M | Buy |
375,354
+7,146
| +2% | +$164K | 1.06% | 24 |
|
|
2023
Q3 | $8.31M | Buy |
368,208
+867
| +0.2% | +$20.5K | 1.02% | 25 |
|
|
2023
Q2 | $8.7M | Buy |
367,341
+2,904
| +0.8% | +$65.4K | 1.04% | 26 |
|
|
2023
Q1 | $8.24M | Sell |
364,437
-5,022
| -1% | -$116K | 1.01% | 26 |
|
|
2022
Q4 | $8.08M | Buy |
369,459
+5,841
| +2% | +$128K | 1.05% | 28 |
|
|
2022
Q3 | $7.34M | Buy |
363,618
+17,205
| +5% | +$384K | 1.01% | 28 |
|
|
2022
Q2 | $7.24M | Sell |
346,413
-16,176
| -4% | -$373K | 0.99% | 28 |
|
|
2022
Q1 | $9.17M | Buy |
362,589
+13,035
| +4% | +$327K | 1.05% | 28 |
|
|
2021
Q4 | $9.37M | Buy |
349,554
+5,580
| +2% | +$149K | 1.03% | 28 |
|
|
2021
Q3 | $8.79M | Buy |
343,974
+8,439
| +3% | +$220K | 1.02% | 29 |
|
|
2021
Q2 | $8.75M | Buy |
335,535
+7,089
| +2% | +$183K | 1.02% | 29 |
|
|
2021
Q1 | $8.15M | Sell |
328,446
-26,877
| -8% | -$652K | 1.02% | 25 |
|
|
2020
Q4 | $8.07M | Buy |
355,323
+10,869
| +3% | +$227K | 1.07% | 25 |
|
|
2020
Q3 | $6.37M | Buy |
344,454
+4,920
| +1% | +$91.1K | 1% | 25 |
|
|
2020
Q2 | $5.96M | Sell |
339,534
-66,354
| -16% | -$1.08M | 1% | 24 |
|
|
2020
Q1 | $5.7M | Buy |
405,888
+27,768
| +7% | +$508K | 1.23% | 19 |
|
|
2019
Q4 | $7.58M | Buy |
378,120
+16,284
| +5% | +$315K | 1.26% | 20 |
|
|
2019
Q3 | $6.82M | Buy |
361,836
+54,258
| +18% | +$1.03M | 1.2% | 23 |
|
|
2019
Q2 | $5.85M | Buy |
307,578
+60,027
| +24% | +$1.12M | 1.06% | 25 |
|
|
2019
Q1 | $4.57M | Buy |
247,551
+89,412
| +57% | +$1.6M | 0.86% | 29 |
|
|
2018
Q4 | $2.53M | Buy |
158,139
+51,591
| +48% | +$901K | 0.55% | 59 |
|
|
2018
Q3 | $2.05M | Buy |
106,548
+18,651
| +21% | +$355K | 0.4% | 70 |
|
|
2018
Q2 | $1.61M | Buy |
87,897
+3,801
| +5% | +$68.7K | 0.33% | 82 |
|
|
2018
Q1 | $1.48M | Buy |
84,096
+3,912
| +5% | +$70.3K | 0.31% | 83 |
|
|
2017
Q4 | $1.42M | Buy |
80,184
+3,099
| +4% | +$53.5K | 0.31% | 82 |
|
|
2017
Q3 | $1.3M | Buy |
77,085
+4,488
| +6% | +$73K | 0.3% | 82 |
|
|
2017
Q2 | $1.16M | Buy |
72,597
+11,469
| +19% | +$182K | 0.3% | 81 |
|
|
2017
Q1 | $952K | Buy |
61,128
+8,049
| +15% | +$125K | 0.26% | 84 |
|
|
2016
Q4 | $803K | Buy |
53,079
+5,061
| +11% | +$74.1K | 0.28% | 83 |
|
|
2016
Q3 | $689K | Sell |
48,018
-93
| -0.2% | -$1.34K | 0.24% | 85 |
|
|
2016
Q2 | $672K | Buy |
+48,111
| New | +$663K | 0.25% | 83 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Clearwater Capital Advisors's SCHM Position: Q1 2026 in Review
Clearwater Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.6% in Q1 2026, buying an estimated $520K and bringing the position to 473,011 shares worth $14.6M. The position accounts for 1.18% of the portfolio, ranked #20.
Clearwater Capital Advisors first reported a position in SCHM in Q2 2016 and has held it in 40 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Clearwater Capital Advisors held 473,011 shares of Schwab US Mid-Cap ETF worth $14.6M as of Q1 2026.
- Clearwater Capital Advisors bought 16,319 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $520K.
- Schwab US Mid-Cap ETF made up 1.18% of Clearwater Capital Advisors's portfolio in Q1 2026, its #20 holding.
- Clearwater Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.