Charles Schwab
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Charles Schwab’s Clarivate CLVT Stock Holding History

Charles Schwab’s Portfolio CLVT Stock Details CLVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Buy
6,457,555
+496,447
+8% +$1.21M ﹤0.01% 2001
2026
Q1 		$15.1M Buy
5,961,108
+511,671
+9% +$1.31M ﹤0.01% 1902
2025
Q4 		$18.2M Buy
5,449,437
+796,981
+17% +$2.83M ﹤0.01% 1807
2025
Q3 		$17.8M Sell
4,652,456
-398,255
-8% -$1.67M ﹤0.01% 1798
2025
Q2 		$21.7M Buy
5,050,711
+920,728
+22% +$3.71M ﹤0.01% 1625
2025
Q1 		$16.2M Sell
4,129,983
-164,935
-4% -$781K ﹤0.01% 1738
2024
Q4 		$21.8M Sell
4,294,918
-309,531
-7% -$1.78M ﹤0.01% 1656
2024
Q3 		$32.7M Buy
4,604,449
+38,355
+0.8% +$245K 0.01% 1401
2024
Q2 		$26M Sell
4,566,094
-145,487
-3% -$928K ﹤0.01% 1505
2024
Q1 		$35M Buy
4,711,581
+66,248
+1% +$553K 0.01% 1256
2023
Q4 		$43M Buy
4,645,333
+149,573
+3% +$1.11M 0.01% 1093
2023
Q3 		$30.2M Buy
4,495,760
+1,544,706
+52% +$12.3M 0.01% 1224
2023
Q2 		$28.1M Buy
2,951,054
+110,757
+4% +$939K 0.01% 1254
2023
Q1 		$26.7M Buy
2,840,297
+74,031
+3% +$763K 0.01% 1255
2022
Q4 		$23.1M Buy
2,766,266
+223,479
+9% +$2.1M 0.01% 1336
2022
Q3 		$23.9M Buy
2,542,787
+362,237
+17% +$4.58M 0.01% 1251
2022
Q2 		$30.2M Buy
2,180,550
+77,736
+4% +$1.16M 0.01% 1093
2022
Q1 		$35.2M Buy
2,102,814
+252,264
+14% +$4.18M 0.01% 1118
2021
Q4 		$43.5M Buy
1,850,550
+39,114
+2% +$906K 0.01% 993
2021
Q3 		$39.7M Buy
1,811,436
+1,226,305
+210% +$29.8M 0.01% 1033
2021
Q2 		$16.1M Buy
585,131
+50,953
+10% +$1.4M 0.01% 1731
2021
Q1 		$14.1M Buy
+534,178
New +$14.6M 0.01% 1764

Other funds holding CLVT

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
ENV
Exor N.V. Amsterdam, Netherlands $5.46B AUM 6.21% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab's CLVT Position: Q2 2026 in Review

Charles Schwab increased its Clarivate (CLVT) stake by 8.3% in Q2 2026, buying an estimated $1.21M and bringing the position to 6,457,555 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Charles Schwab first reported a position in CLVT in Q1 2021 and has held it in 22 quarters since. The position peaked at $43.5M in Q4 2021. 242 funds tracked by Wall St. Rank hold CLVT as of Q2 2026.

  • Charles Schwab held 6,457,555 shares of Clarivate worth $13.9M as of Q2 2026.
  • Charles Schwab bought 496,447 Clarivate shares in Q2 2026, an estimated $1.21M.
  • Clarivate made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2001 holding.
  • Charles Schwab first reported a position in Clarivate in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Clarivate position peaked at $43.5M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Clarivate as of Q2 2026.

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