Carson Wealth (CWM LLC)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Buy |
390,639
+3,267
| +0.8% | +$102K | 0.03% | 486 |
|
|
2025
Q4 | $11.5M | Buy |
387,372
+249,130
| +180% | +$7.28M | 0.03% | 473 |
|
|
2025
Q3 | $4.02M | Buy |
138,242
+11,990
| +9% | +$341K | 0.01% | 804 |
|
|
2025
Q2 | $3.49M | Buy |
126,252
+5,925
| +5% | +$156K | 0.01% | 715 |
|
|
2025
Q1 | $3.2M | Sell |
120,327
-4,460
| -4% | -$120K | 0.01% | 656 |
|
|
2024
Q4 | $3.25M | Buy |
124,787
+6,638
| +6% | +$179K | 0.01% | 590 |
|
|
2024
Q3 | $3.17M | Buy |
118,149
+7,017
| +6% | +$180K | 0.01% | 563 |
|
|
2024
Q2 | $2.74M | Sell |
111,132
-10,386
| -9% | -$257K | 0.01% | 561 |
|
|
2024
Q1 | $3.08M | Buy |
121,518
+11,661
| +11% | +$280K | 0.02% | 522 |
|
|
2023
Q4 | $2.57M | Sell |
109,857
-14,613
| -12% | -$320K | 0.01% | 533 |
|
|
2023
Q3 | $2.67M | Sell |
124,470
-45,714
| -27% | -$1.03M | 0.02% | 483 |
|
|
2023
Q2 | $3.81M | Buy |
170,184
+136,818
| +410% | +$2.99M | 0.02% | 396 |
|
|
2023
Q1 | $729K | Sell |
33,366
-3,132
| -9% | -$69.6K | ﹤0.01% | 768 |
|
|
2022
Q4 | $803K | Buy |
36,498
+1,725
| +5% | +$37.3K | 0.01% | 673 |
|
|
2022
Q3 | $678K | Sell |
34,773
-16,755
| -33% | -$361K | 0.01% | 668 |
|
|
2022
Q2 | $1.07M | Sell |
51,528
-3,417
| -6% | -$76.7K | 0.01% | 548 |
|
|
2022
Q1 | $1.31M | Sell |
54,945
-2,712
| -5% | -$64.2K | 0.01% | 499 |
|
|
2021
Q4 | $1.41M | Buy |
+57,657
| New | +$1.37M | 0.01% | 514 |
|
|
2021
Q2 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2021
Q1 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2020
Q4 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2020
Q3 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2020
Q2 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2020
Q1 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2019
Q4 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2019
Q3 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2019
Q2 | $728K | Hold |
31,950
| – | – | 0.01% | 616 |
|
|
2019
Q1 | $728K | Buy |
31,950
+2,190
| +7% | +$38.9K | 0.01% | 616 |
|
|
2018
Q4 | $489K | Buy |
29,760
+4,185
| +16% | +$74K | 0.01% | 460 |
|
|
2018
Q3 | $478K | Buy |
25,575
+25,257
| +7,942% | +$468K | 0.01% | 393 |
|
|
2018
Q2 | $6K | Hold |
318
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q1 | $6K | Hold |
318
| – | – | ﹤0.01% | 980 |
|
|
2017
Q4 | $6K | Sell |
318
-375
| -54% | -$6.67K | ﹤0.01% | 1045 |
|
|
2017
Q3 | $12K | Sell |
693
-69
| -9% | -$1.17K | ﹤0.01% | 850 |
|
|
2017
Q2 | $13K | Buy |
+762
| New | +$12.7K | ﹤0.01% | 730 |
|
Other funds holding SCHV
MG
APP
VIA
MGIA
Carson Wealth (CWM LLC)'s SCHV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.84% in Q1 2026, buying an estimated $102K and bringing the position to 390,639 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #486.
Carson Wealth (CWM LLC) first reported a position in SCHV in Q2 2017 and has held it in 35 quarters since. 968 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.
- Carson Wealth (CWM LLC) held 390,639 shares of Schwab US Large-Cap Value ETF worth $11.9M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,267 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $102K.
- Schwab US Large-Cap Value ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #486 holding.
- Carson Wealth (CWM LLC) first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 35 quarters since.
- 968 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.