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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Clark Wealth Partners's SCHV Position: Q2 2026 in Review

Clark Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.36% in Q2 2026, buying an estimated $1.05K and bringing the position to 8,960 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #51.

Clark Wealth Partners first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Clark Wealth Partners held 8,960 shares of Schwab US Large-Cap Value ETF worth $312K as of Q2 2026.
Clark Wealth Partners bought 32 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.05K.
Schwab US Large-Cap Value ETF made up 0.18% of Clark Wealth Partners's portfolio in Q2 2026, its #51 holding.
Clark Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.