Charles Schwab
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Charles Schwab’s Clarus CLAR Stock Holding History

Charles Schwab’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.3K Sell
14,070
-58,619
-81% -$169K ﹤0.01% 3426
2026
Q1 		$198K Sell
72,689
-12,034
-14% -$39.5K ﹤0.01% 3302
2025
Q4 		$284K Buy
84,723
+6
+0% +$20 ﹤0.01% 3288
2025
Q3 		$297K Sell
84,717
-5
-0% -$18 ﹤0.01% 3297
2025
Q2 		$294K Sell
84,722
-8,921
-10% -$30.2K ﹤0.01% 3315
2025
Q1 		$351K Buy
93,643
+21,508
+30% +$96.5K ﹤0.01% 3166
2024
Q4 		$325K Sell
72,135
-11,806
-14% -$53K ﹤0.01% 3255
2024
Q3 		$378K Hold
83,941
– – ﹤0.01% 3236
2024
Q2 		$565K Buy
83,941
+5,226
+7% +$34.5K ﹤0.01% 3145
2024
Q1 		$531K Hold
78,715
– – ﹤0.01% 3004
2023
Q4 		$543K Hold
78,715
– – ﹤0.01% 3050
2023
Q3 		$595K Hold
78,715
– – ﹤0.01% 2981
2023
Q2 		$719K Buy
78,715
+470
+0.6% +$4.15K ﹤0.01% 2888
2023
Q1 		$739K Buy
78,245
+1,785
+2% +$16.8K ﹤0.01% 2831
2022
Q4 		$599K Buy
76,460
+1,081
+1% +$10.5K ﹤0.01% 2939
2022
Q3 		$1.02M Buy
75,379
+1,282
+2% +$25K ﹤0.01% 2790
2022
Q2 		$1.41M Buy
74,097
+5,325
+8% +$111K ﹤0.01% 2675
2022
Q1 		$1.57M Buy
68,772
+1,547
+2% +$35.8K ﹤0.01% 2724
2021
Q4 		$1.86M Buy
67,225
+6,130
+10% +$169K ﹤0.01% 2725
2021
Q3 		$1.57M Sell
61,095
-72
-0.1% -$1.99K ﹤0.01% 2749
2021
Q2 		$1.57M Sell
61,167
-459
-0.7% -$9.79K ﹤0.01% 2791
2021
Q1 		$1.05M Sell
61,626
-43,089
-41% -$732K ﹤0.01% 2839
2020
Q4 		$1.61M Buy
104,715
+4,088
+4% +$62.1K ﹤0.01% 2653
2020
Q3 		$1.42M Sell
100,627
-1,132
-1% -$14.2K ﹤0.01% 2596
2020
Q2 		$1.18M Sell
101,759
-555
-0.5% -$5.63K ﹤0.01% 2578
2020
Q1 		$999K Sell
102,314
-641
-0.6% -$7.73K ﹤0.01% 2490
2019
Q4 		$1.39M Buy
102,955
+7,092
+7% +$87.5K ﹤0.01% 2510
2019
Q3 		$1.12M Buy
95,863
+40,832
+74% +$506K ﹤0.01% 2536
2019
Q2 		$792K Buy
55,031
+6,249
+13% +$83.3K ﹤0.01% 2653
2019
Q1 		$623K Hold
48,782
– – ﹤0.01% 2683
2018
Q4 		$492K Buy
48,782
+3,773
+8% +$39.5K ﹤0.01% 2776
2018
Q3 		$496K Buy
45,009
+10,054
+29% +$96.7K ﹤0.01% 2842
2018
Q2 		$288K Hold
34,955
– – ﹤0.01% 2984
2018
Q1 		$235K Hold
34,955
– – ﹤0.01% 2951
2017
Q4 		$274K Hold
34,955
– – ﹤0.01% 2901
2017
Q3 		$261K Hold
34,955
– – ﹤0.01% 2928
2017
Q2 		$232K Buy
+34,955
New +$205K ﹤0.01% 2972
2016
Q2 		– Sell
-36,863
Closed -$166K – 3112
2016
Q1 		$166K Hold
36,863
– – ﹤0.01% 2934
2015
Q4 		$163K Hold
36,863
– – ﹤0.01% 2997
2015
Q3 		$231K Hold
36,863
– – ﹤0.01% 2922
2015
Q2 		$340K Hold
36,863
– – ﹤0.01% 2820
2015
Q1 		$347K Hold
36,863
– – ﹤0.01% 2779
2014
Q4 		$322K Hold
36,863
– – ﹤0.01% 2817
2014
Q3 		$278K Sell
36,863
-12,111
-25% -$108K ﹤0.01% 2837
2014
Q2 		$548K Sell
48,974
-9,548
-16% -$106K ﹤0.01% 2586
2014
Q1 		$713K Buy
58,522
+1,627
+3% +$19K ﹤0.01% 2443
2013
Q4 		$756K Buy
56,895
+15,578
+38% +$206K ﹤0.01% 2406
2013
Q3 		$502K Sell
41,317
-876
-2% -$9.31K ﹤0.01% 2546
2013
Q2 		$391K Buy
+42,193
New +$384K ﹤0.01% 2626

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CEI
Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Charles Schwab's CLAR Position: Q2 2026 in Review

Charles Schwab reduced its Clarus (CLAR) stake by 81% in Q2 2026, selling an estimated $169K and leaving 14,070 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Charles Schwab first reported a position in CLAR in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.86M in Q4 2021. 88 funds tracked by Wall St. Rank hold CLAR as of Q2 2026.

  • Charles Schwab held 14,070 shares of Clarus worth $44.3K as of Q2 2026.
  • Charles Schwab sold 58,619 Clarus shares in Q2 2026, an estimated $169K.
  • Clarus made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3426 holding.
  • Charles Schwab first reported a position in Clarus in Q2 2013 and has held it in 49 quarters since.
  • Charles Schwab's Clarus position peaked at $1.86M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Clarus as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.