CAM
SCHV

Clark Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clark Asset Management’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 		$300K Buy
8,617
+754
+10% +$24.8K 0.02% 210
2026
Q1 		$240K Hold
7,863
– – 0.02% 218
2025
Q4 		$233K Hold
7,863
– – 0.02% 205
2025
Q3 		$229K Hold
7,863
– – 0.03% 190
2025
Q2 		$218K Sell
7,863
-2
-0% -$53 0.03% 185
2025
Q1 		$209K Hold
7,865
– – 0.04% 148
2024
Q4 		$205K Sell
7,865
-1
-0% -$27 0.04% 135
2024
Q3 		$211K Sell
7,866
-2,466
-24% -$63.3K 0.05% 119
2024
Q2 		$255K Hold
10,332
– – 0.07% 84
2024
Q1 		$262K Hold
10,332
– – 0.08% 76
2023
Q4 		$241K Sell
10,332
-1,710
-14% -$37.4K 0.09% 71
2023
Q3 		$259K Buy
12,042
+1,713
+17% +$38.5K 0.11% 60
2023
Q2 		$231K Hold
10,329
– – 0.11% 64
2023
Q1 		$226K Sell
10,329
-777
-7% -$17.3K 0.14% 54
2022
Q4 		$244K Buy
+11,106
New +$240K 0.18% 47

Other funds holding SCHV

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
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Clark Asset Management's SCHV Position: Q2 2026 in Review

Clark Asset Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 8,617 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #210.

Clark Asset Management first reported a position in SCHV in Q4 2022 and has held it in 15 quarters since. 297 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Clark Asset Management held 8,617 shares of Schwab US Large-Cap Value ETF worth $300K as of Q2 2026.
  • Clark Asset Management bought 754 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $24.8K.
  • Schwab US Large-Cap Value ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #210 holding.
  • Clark Asset Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 297 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.