CFG
SCHV

Clayton Financial Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clayton Financial Group’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 		– Sell
-36
Closed -$1.09K – 476
2026
Q1 		$1.09K Buy
36
+1
+3% +$31 ﹤0.01% 556
2025
Q4 		$1.03K Buy
+35
New +$1.02K ﹤0.01% 549
2025
Q2 		– Sell
-36,537
Closed -$971K – 98
2025
Q1 		$971K Sell
36,537
-1,338
-4% -$35.9K 0.36% 46
2024
Q4 		$987K Buy
37,875
+1,026
+3% +$27.7K 0.36% 44
2024
Q3 		$987K Buy
36,849
+6,162
+20% +$158K 0.37% 46
2024
Q2 		$777K Buy
30,687
+582
+2% +$14.4K 0.34% 48
2024
Q1 		$762K Buy
+30,105
New +$722K 0.35% 48

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
NCMW
Northern Capital Management (Washington) Spokane, Washington $235M AUM 26.11% 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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Clayton Financial Group's SCHV Position: Q2 2026 in Review

Clayton Financial Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2026, closing a stake of 36 shares — an estimated $1.09K sold.

Clayton Financial Group first reported a position in SCHV in Q1 2024 and held it in 7 quarters. The position peaked at $987K in Q4 2024. 310 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Clayton Financial Group reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 36 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.09K.
  • Clayton Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and held it in 7 quarters.
  • Clayton Financial Group's Schwab US Large-Cap Value ETF position peaked at $987K in Q4 2024.
  • 310 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.