Clark Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clark Wealth Partners’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 Q3	$298K	Hold	8,960	–	–	0.16%	54
2026 Q2	$312K	Buy	8,960 +32	+0.4%	+$1.05K	0.18%	51
2026 Q1	$272K	Buy	8,928 +34	+0.4%	+$1.06K	0.18%	45
2025 Q4	$263K	Hold	8,894	–	–	0.16%	51
2025 Q3	$263K	Buy	8,894 +76	+0.9%	+$2.16K	0.16%	51
2025 Q2	$244K	Buy	8,818 +37	+0.4%	+$972	0.16%	42
2025 Q1	$233K	Buy	8,781 +38	+0.4%	+$1.02K	0.17%	43
2024 Q4	$228K	Buy	+8,743	New	+$236K	0.18%	43

Other funds holding SCHV

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark Wealth Partners's SCHV Position: Q3 2026 in Review

Clark Wealth Partners held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 8,960 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #54.

Clark Wealth Partners first reported a position in SCHV in Q4 2024 and has held it in 8 quarters since. The position peaked at $312K in Q2 2026. 905 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Clark Wealth Partners held 8,960 shares of Schwab US Large-Cap Value ETF worth $298K as of Q3 2026.
Clark Wealth Partners left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.16% of Clark Wealth Partners's portfolio in Q3 2026, its #54 holding.
Clark Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Schwab US Large-Cap Value ETF position peaked at $312K in Q2 2026.
905 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.