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

Clearwater Capital 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
2022
Q1 		– Sell
-10,071
Closed -$246K – 174
2021
Q4 		$246K Sell
10,071
-12,600
-56% -$298K 0.03% 149
2021
Q3 		$510K Sell
22,671
-1,830
-7% -$42.3K 0.06% 102
2021
Q2 		$558K Hold
24,501
– – 0.06% 99
2021
Q1 		$533K Sell
24,501
-114
-0.5% -$2.38K 0.07% 102
2020
Q4 		$488K Hold
24,615
– – 0.06% 101
2020
Q3 		$428K Sell
24,615
-600
-2% -$10.5K 0.07% 100
2020
Q2 		$421K Sell
25,215
-1,968
-7% -$32.1K 0.07% 99
2020
Q1 		$401K Sell
27,183
-17,865
-40% -$328K 0.09% 103
2019
Q4 		$903K Sell
45,048
-22,821
-34% -$442K 0.15% 99
2019
Q3 		$1.28M Sell
67,869
-8,361
-11% -$156K 0.23% 87
2019
Q2 		$1.43M Sell
76,230
-1,623
-2% -$30K 0.26% 87
2019
Q1 		$1.42M Sell
77,853
-2,211
-3% -$39.2K 0.27% 94
2018
Q4 		$1.31M Sell
80,064
-1,659
-2% -$29.4K 0.29% 102
2018
Q3 		$1.53M Sell
81,723
-17,304
-17% -$321K 0.3% 86
2018
Q2 		$1.75M Sell
99,027
-1,080
-1% -$19.3K 0.36% 73
2018
Q1 		$1.76M Sell
100,107
-207
-0.2% -$3.79K 0.36% 70
2017
Q4 		$1.83M Buy
100,314
+6,450
+7% +$115K 0.4% 68
2017
Q3 		$1.64M Buy
93,864
+1,896
+2% +$32.1K 0.38% 71
2017
Q2 		$1.54M Buy
91,968
+5,580
+6% +$92.8K 0.39% 70
2017
Q1 		$1.42M Buy
86,388
+6,357
+8% +$104K 0.39% 70
2016
Q4 		$1.29M Buy
80,031
+2,208
+3% +$34.2K 0.45% 61
2016
Q3 		$1.17M Sell
77,823
-1,635
-2% -$24.9K 0.41% 62
2016
Q2 		$1.19M Buy
+79,458
New +$1.16M 0.44% 61

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearwater Capital Advisors's SCHV Position: Q1 2022 in Review

Clearwater Capital Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2022, closing a stake of 10,071 shares — an estimated $246K sold.

Clearwater Capital Advisors first reported a position in SCHV in Q2 2016 and held it in 23 quarters. The position peaked at $1.83M in Q4 2017. 643 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

  • Clearwater Capital Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 10,071 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $246K.
  • Clearwater Capital Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and held it in 23 quarters.
  • Clearwater Capital Advisors's Schwab US Large-Cap Value ETF position peaked at $1.83M in Q4 2017.
  • 643 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

Based on Clearwater Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.