CIR
SCHV

Clear Investment Research’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Clear Investment Research’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 		$710K Hold
20,409
– – 1.11% 26
2026
Q1 		$622K Hold
20,409
– – 0.97% 27
2025
Q4 		$604K Hold
20,409
– – 1% 27
2025
Q3 		$594K Hold
20,409
– – 0.8% 29
2025
Q2 		$565K Sell
20,409
-372
-2% -$9.78K 0.71% 30
2025
Q1 		$552K Buy
20,781
+20
+0.1% +$537 0.74% 28
2024
Q4 		$542K Sell
20,761
-20
-0.1% -$540 0.7% 30
2024
Q3 		$557K Hold
20,781
– – 0.72% 30
2024
Q2 		$513K Hold
20,781
– – 0.67% 32
2024
Q1 		$526K Hold
20,781
– – 0.71% 31
2023
Q4 		$486K Sell
20,781
-555
-3% -$12.1K 0.68% 32
2023
Q3 		$458K Hold
21,336
– – 0.79% 27
2023
Q2 		$477K Buy
21,336
+1,743
+9% +$38.1K 0.8% 27
2023
Q1 		$428K Hold
19,593
– – 0.75% 26
2022
Q4 		$431K Hold
19,593
– – 0.83% 25
2022
Q3 		$382K Hold
19,593
– – 0.8% 25
2022
Q2 		$408K Hold
19,593
– – 0.9% 25
2022
Q1 		$466K Hold
19,593
– – 0.91% 25
2021
Q4 		$478K Hold
19,593
– – 0.73% 25
2021
Q3 		$441K Hold
19,593
– – 0.71% 27
2021
Q2 		$447K Hold
19,593
– – 0.75% 25
2021
Q1 		$426K Hold
19,593
– – 0.77% 23
2020
Q4 		$389K Hold
19,593
– – 0.7% 24
2020
Q3 		$341K Hold
19,593
– – 0.69% 26
2020
Q2 		$327K Buy
19,593
+4,929
+34% +$80.5K 0.7% 26
2020
Q1 		$216K Hold
14,664
– – 0.53% 33
2019
Q4 		$294K Hold
14,664
– – 0.61% 29
2019
Q3 		$277K Hold
14,664
– – 0.59% 30
2019
Q2 		$274K Sell
14,664
-648
-4% -$12K 0.45% 33
2019
Q1 		$279K Sell
15,312
-48
-0.3% -$852 0.44% 33
2018
Q4 		$252K Buy
15,360
+642
+4% +$11.4K 0.41% 33
2018
Q3 		$275K Sell
14,718
-3,456
-19% -$64.1K 0.4% 33
2018
Q2 		$320K Hold
18,174
– – 0.21% 29
2018
Q1 		$320K Sell
18,174
-138
-0.8% -$2.53K 0.21% 29
2017
Q4 		$334K Hold
18,312
– – 0.22% 29
2017
Q3 		$316K Hold
18,312
– – 0.21% 28
2017
Q2 		$306K Buy
+18,312
New +$304K 0.23% 26

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
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

Clear Investment Research's SCHV Position: Q2 2026 in Review

Clear Investment Research held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 20,409 shares worth $710K. The position accounts for 1.11% of the portfolio, ranked #26.

Clear Investment Research first reported a position in SCHV in Q2 2017 and has held it in 37 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Clear Investment Research held 20,409 shares of Schwab US Large-Cap Value ETF worth $710K as of Q2 2026.
  • Clear Investment Research left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 1.11% of Clear Investment Research's portfolio in Q2 2026, its #26 holding.
  • Clear Investment Research first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 37 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.