CCWA
SCHV

CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Sell
661,485
-19,918
-3% -$656K 0.3% 43
2026
Q1 		$20.8M Sell
681,403
-16,250
-2% -$506K 0.3% 47
2025
Q4 		$20.7M Sell
697,653
-22,205
-3% -$649K 0.31% 44
2025
Q3 		$21M Sell
719,858
-42,035
-6% -$1.19M 0.33% 43
2025
Q2 		$21.1M Sell
761,893
-12,356
-2% -$325K 0.35% 42
2025
Q1 		$20.6M Sell
774,249
-119,417
-13% -$3.21M 0.38% 42
2024
Q4 		$23.3M Sell
893,666
-19,165
-2% -$517K 0.45% 37
2024
Q3 		$24.5M Sell
912,831
-61,569
-6% -$1.58M 0.56% 35
2024
Q2 		$24.1M Sell
974,400
-4,599
-0.5% -$114K 0.52% 35
2024
Q1 		$24.8M Sell
978,999
-32,433
-3% -$778K 0.56% 34
2023
Q4 		$23.6M Buy
1,011,432
+47,955
+5% +$1.05M 0.59% 36
2023
Q3 		$20.7M Sell
963,477
-33,564
-3% -$754K 0.58% 37
2023
Q2 		$22.3M Sell
997,041
-1,572
-0.2% -$34.3K 0.63% 34
2023
Q1 		$21.8M Sell
998,613
-61,908
-6% -$1.38M 0.64% 36
2022
Q4 		$23.3M Buy
+1,060,521
New +$23M 0.87% 33
2022
Q3 		– Sell
-1,140,729
Closed -$23.7M – 152
2022
Q2 		$23.7M Buy
1,140,729
+44,523
+4% +$999K 0.99% 29
2022
Q1 		$26.1M Sell
1,096,206
-116,628
-10% -$2.76M 0.93% 30
2021
Q4 		$29.6M Sell
1,212,834
-36,351
-3% -$861K 1.08% 27
2021
Q3 		$28.1M Sell
1,249,185
-2,442
-0.2% -$56.5K 1.1% 27
2021
Q2 		$28.5M Sell
1,251,627
-29,727
-2% -$674K 1.17% 23
2021
Q1 		$27.9M Sell
1,281,354
-28,572
-2% -$595K 1.32% 22
2020
Q4 		$26M Sell
1,309,926
-51,648
-4% -$966K 1.28% 25
2020
Q3 		$23.7M Buy
1,361,574
+1,242
+0.1% +$21.7K 1.34% 23
2020
Q2 		$22.7M Buy
+1,360,332
New +$22.2M 1.39% 24
2019
Q4 		$27.9M Sell
1,390,134
-76,173
-5% -$1.48M 2.21% 12
2019
Q3 		$27.7M Sell
1,466,307
-14,604
-1% -$273K 2.42% 11
2019
Q2 		$27.7M Sell
1,480,911
-18,705
-1% -$346K 2.78% 11
2019
Q1 		$27.4M Sell
1,499,616
-256,470
-15% -$4.55M 2.99% 10
2018
Q4 		$28.9M Buy
1,756,086
+139,308
+9% +$2.46M 2.87% 7
2018
Q3 		$30.2M Sell
1,616,778
-42,879
-3% -$795K 2.82% 11
2018
Q2 		$29.4M Sell
1,659,657
-32,832
-2% -$586K 2.87% 11
2018
Q1 		$29.8M Buy
1,692,489
+13,461
+0.8% +$247K 2.98% 11
2017
Q4 		$30.6M Sell
1,679,028
-45,729
-3% -$814K 3.14% 10
2017
Q3 		$29.8M Sell
1,724,757
-21,774
-1% -$369K 3.15% 10
2017
Q2 		$29.2M Sell
1,746,531
-58,464
-3% -$972K 3.26% 10
2017
Q1 		$29.9M Sell
1,804,995
-4,506
-0.2% -$74.1K 3.34% 10
2016
Q4 		$29M Sell
1,809,501
-51,552
-3% -$799K 3.32% 7
2016
Q3 		$28.3M Sell
1,861,053
-108,333
-6% -$1.65M 3.45% 7
2016
Q2 		$29.4M Sell
1,969,386
-281,073
-12% -$4.11M 4.25% 9
2016
Q1 		$32.4M Sell
2,250,459
-799,110
-26% -$10.9M 5.09% 6
2015
Q4 		$43.1M Sell
3,049,569
-332,151
-10% -$4.72M 7.25% 4
2015
Q3 		$44.9M Sell
3,381,720
-850,080
-20% -$11.9M 8.43% 3
2015
Q2 		$60.7M Sell
4,231,800
-856,509
-17% -$12.6M 12.11% 2
2015
Q1 		$73.4M Sell
5,088,309
-294,069
-5% -$4.28M 16.33% 2
2014
Q4 		$79.1M Buy
5,382,378
+309,861
+6% +$4.47M 17.13% 2
2014
Q3 		$72.1M Buy
5,072,517
+609,318
+14% +$8.73M 15.41% 2
2014
Q2 		$63.7M Buy
4,463,199
+832,587
+23% +$11.6M 12.54% 2
2014
Q1 		$49.9M Buy
3,630,612
+1,292,208
+55% +$17.3M 11.02% 2
2013
Q4 		$31.7M Buy
2,338,404
+286,962
+14% +$3.75M 7.95% 3
2013
Q3 		$25.5M Buy
2,051,442
+1,825,008
+806% +$22.9M 6.92% 4
2013
Q2 		$2.73M Buy
+226,434
New +$2.75M 7.48% 4

Other funds holding SCHV

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHV Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 2.9% in Q2 2026, selling an estimated $656K and leaving 661,485 shares worth $23M. The position accounts for 0.3% of the portfolio, ranked #43.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHV in Q2 2013 and has held it in 51 quarters since. The position peaked at $79.1M in Q4 2014. 455 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 661,485 shares of Schwab US Large-Cap Value ETF worth $23M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 19,918 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $656K.
  • Schwab US Large-Cap Value ETF made up 0.3% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Large-Cap Value ETF position peaked at $79.1M in Q4 2014.
  • 455 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.