CA
SCHV

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

Clearstead 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 		$2.97M Buy
85,350
+101
+0.1% +$3.33K 0.03% 323
2026
Q1 		$2.6M Sell
85,249
-75
-0.1% -$2.34K 0.02% 317
2025
Q4 		$2.53M Buy
85,324
+2,665
+3% +$77.9K 0.03% 294
2025
Q3 		$2.41M Sell
82,659
-1,025
-1% -$29.1K 0.03% 294
2025
Q2 		$2.32M Sell
83,684
-754
-0.9% -$19.8K 0.03% 289
2025
Q1 		$2.24M Buy
84,438
+848
+1% +$22.8K 0.03% 282
2024
Q4 		$2.18M Buy
83,590
+409
+0.5% +$11K 0.03% 284
2024
Q3 		$2.23M Sell
83,181
-1,281
-2% -$32.9K 0.03% 282
2024
Q2 		$2.09M Buy
84,462
+76,239
+927% +$1.88M 0.04% 274
2024
Q1 		$205K Buy
8,223
+1,785
+28% +$42.8K 0.01% 464
2023
Q4 		$150K Buy
6,438
+609
+10% +$13.3K 0.01% 503
2023
Q3 		$125K Buy
5,829
+39
+0.7% +$876 0.01% 510
2023
Q2 		$130K Buy
5,790
+33
+0.6% +$721 0.01% 515
2023
Q1 		$126K Buy
5,757
+36
+0.6% +$800 0.01% 467
2022
Q4 		$126K Buy
5,721
+3,981
+229% +$86.2K 0.01% 458
2022
Q3 		$34K Buy
1,740
+1,203
+224% +$25.9K ﹤0.01% 686
2022
Q2 		$11K Buy
537
+3
+0.6% +$67 ﹤0.01% 915
2022
Q1 		$13K Buy
534
+522
+4,350% +$12.4K ﹤0.01% 954
2021
Q4 		$0 Sell
12
-54
-82% -$1.28K ﹤0.01% 1415
2021
Q3 		$1K Hold
66
– – ﹤0.01% 1239
2021
Q2 		$2K Hold
66
– – ﹤0.01% 1076
2021
Q1 		$1K Hold
66
– – ﹤0.01% 1062
2020
Q4 		$1K Hold
66
– – ﹤0.01% 949
2020
Q3 		$1K Hold
66
– – ﹤0.01% 857
2020
Q2 		$1K Hold
66
– – ﹤0.01% 769
2020
Q1 		$1K Buy
+66
New +$1.21K ﹤0.01% 758

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

Clearstead Advisors's SCHV Position: Q2 2026 in Review

Clearstead Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.12% in Q2 2026, buying an estimated $3.33K and bringing the position to 85,350 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #323.

Clearstead Advisors first reported a position in SCHV in Q1 2020 and has held it in 26 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Clearstead Advisors held 85,350 shares of Schwab US Large-Cap Value ETF worth $2.97M as of Q2 2026.
  • Clearstead Advisors bought 101 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.33K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #323 holding.
  • Clearstead Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.