Clearwater Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Clearwater Capital Advisors, LLC

  • $998 Million
  • Q2 2025

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 443,080 shares of SCHM stock, worth $13.1 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
443,080
Previous 424,693 4.33%
Holding current value
$13.1 Million
Previous $11.1 Million 11.7%
% of portfolio
1.25%
Previous 1.14%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$22.92 - $28.05 $421,430 - $515,755
18,387 Added 4.33%
443,080 $12.4 Million
Q1 2025

May 08, 2025
BUY
$25.58 - $29.24 $483,334 - $552,489
18,895 Added 4.66%
424,693 $11.1 Million
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $7.59 Million - $22.9 Million
275,500 Added 211.44%
405,798 $11.2 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $352,822 - $388,866
4,675 Added 3.72%
130,298 $10.8 Million
Q2 2024

Aug 06, 2024
BUY
$75.69 - $81.19 $20,511 - $22,002
271 Added 0.22%
125,623 $9.78 Million
Q1 2024

May 09, 2024
BUY
$72.89 - $81.43 $17,056 - $19,054
234 Added 0.19%
125,352 $10.2 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $150,089 - $180,912
2,382 Added 1.94%
125,118 $9.42 Million
Q3 2023

Oct 24, 2023
BUY
$66.75 - $73.98 $19,290 - $21,380
289 Added 0.24%
122,736 $8.31 Million
Q2 2023

Aug 08, 2023
BUY
$65.29 - $71.03 $63,200 - $68,757
968 Added 0.8%
122,447 $8.7 Million
Q1 2023

May 10, 2023
SELL
$64.24 - $73.9 $107,537 - $123,708
-1,674 Reduced 1.36%
121,479 $8.24 Million
Q4 2022

Jan 27, 2023
BUY
$61.05 - $69.94 $118,864 - $136,173
1,947 Added 1.61%
123,153 $0
Q3 2022

Nov 01, 2022
BUY
$60.5 - $72.51 $346,967 - $415,844
5,735 Added 4.97%
121,206 $7.34 Million
Q2 2022

Jul 21, 2022
SELL
$60.91 - $76.4 $328,426 - $411,948
-5,392 Reduced 4.46%
115,471 $7.24 Million
Q1 2022

May 03, 2022
BUY
$70.66 - $80.89 $307,017 - $351,467
4,345 Added 3.73%
120,863 $9.17 Million
Q4 2021

Jan 26, 2022
BUY
$76.01 - $83.39 $141,378 - $155,105
1,860 Added 1.62%
116,518 $9.37 Million
Q3 2021

Nov 03, 2021
BUY
$74.65 - $80.95 $209,990 - $227,712
2,813 Added 2.52%
114,658 $8.79 Million
Q2 2021

Aug 04, 2021
BUY
$74.64 - $79.12 $176,374 - $186,960
2,363 Added 2.16%
111,845 $8.75 Million
Q1 2021

Apr 21, 2021
SELL
$67.07 - $76.85 $600,880 - $688,499
-8,959 Reduced 7.56%
109,482 $8.15 Million
Q4 2020

Jan 21, 2021
BUY
$55.93 - $68.45 $202,634 - $247,994
3,623 Added 3.16%
118,441 $8.08 Million
Q3 2020

Oct 16, 2020
BUY
$51.99 - $58.83 $85,263 - $96,481
1,640 Added 1.45%
114,818 $6.37 Million
Q2 2020

Jul 30, 2020
SELL
$39.01 - $57.03 $862,823 - $1.26 Million
-22,118 Reduced 16.35%
113,178 $5.96 Million
Q1 2020

Apr 15, 2020
BUY
$35.83 - $62.24 $331,642 - $576,093
9,256 Added 7.34%
135,296 $5.7 Million
Q4 2019

Jan 27, 2020
BUY
$54.56 - $60.24 $296,151 - $326,982
5,428 Added 4.5%
126,040 $7.58 Million
Q3 2019

Nov 04, 2019
BUY
$56.23 - $57.59 $1.02 Million - $1.04 Million
18,086 Added 17.64%
120,612 $6.82 Million
Q2 2019

Jul 26, 2019
BUY
N/A
20,009 Added 24.25%
102,526 $5.85 Million
Q1 2019

May 13, 2019
BUY
N/A
29,804 Added 56.54%
82,517 $4.57 Million
Q4 2018

Jan 22, 2019
BUY
N/A
17,197 Added 48.42%
52,713 $2.53 Million
Q3 2018

Oct 17, 2018
BUY
N/A
6,217 Added 21.22%
35,516 $2.05 Million
Q2 2018

Aug 16, 2018
BUY
N/A
1,267 Added 4.52%
29,299 $1.61 Million
Q1 2018

May 14, 2018
BUY
N/A
1,304 Added 4.88%
28,032 $1.48 Million
Q4 2017

Feb 05, 2018
BUY
N/A
1,033 Added 4.02%
26,728 $1.42 Million
Q3 2017

Oct 19, 2017
BUY
N/A
1,496 Added 6.18%
25,695 $1.3 Million
Q2 2017

Aug 11, 2017
BUY
N/A
24,199
24,199 $1.16 Million

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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