Claro Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Claro 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	$245K	Sell	7,026 -502	-7%	-$16.5K	0.03%	463
2026 Q1	$230K	Buy	+7,528	New	+$235K	0.03%	447
2024 Q2	–	Sell	-12,087	Closed	-$306K	–	451
2024 Q1	$306K	Sell	12,087 -13,059	-52%	-$313K	0.05%	319
2023 Q4	$588K	Sell	25,146 -49,002	-66%	-$1.07M	0.13%	186
2023 Q3	$1.59M	Sell	74,148 -10,767	-13%	-$242K	0.4%	52
2023 Q2	$1.9M	Buy	84,915 +55,782	+191%	+$1.22M	0.47%	40
2023 Q1	$637K	Buy	29,133 +477	+2%	+$10.6K	0.19%	135
2022 Q4	$631K	Buy	+28,656	New	+$620K	0.21%	119

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

Claro Advisors's SCHV Position: Q2 2026 in Review

Claro Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 6.7% in Q2 2026, selling an estimated $16.5K and leaving 7,026 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #463.

Claro Advisors first reported a position in SCHV in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.9M in Q2 2023. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Claro Advisors held 7,026 shares of Schwab US Large-Cap Value ETF worth $245K as of Q2 2026.
Claro Advisors sold 502 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $16.5K.
Schwab US Large-Cap Value ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #463 holding.
Claro Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
Claro Advisors's Schwab US Large-Cap Value ETF position peaked at $1.9M in Q2 2023.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.