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Schwab Strategic Tr us lrg cap etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 43k 56.40
2023-09-30 $2.1M 42k 50.60
2023-06-30 $2.3M 43k 52.37
2023-03-31 $2.2M 47k 48.37
2022-12-31 $5.0M 110k 45.15
2022-06-30 $1.8M 40k 44.66
2022-03-31 $1.2M 23k 53.84
2021-09-30 $1.1M 10k 104.00
2021-06-30 $1.0M 9.8k 103.93
2020-12-31 $1.2M 13k 90.98
2020-09-30 $1.3M 16k 80.61
2020-06-30 $1.2M 16k 74.12
2019-12-31 $2.6M 35k 76.82
2019-09-30 $2.8M 39k 70.93
2019-06-30 $1.5M 21k 70.17
2019-03-31 $1.4M 21k 67.62
2018-12-31 $1.6M 26k 59.70
2018-09-30 $949k 14k 69.56
2018-06-30 $944k 15k 64.98
2018-03-31 $929k 15k 63.06
2017-12-31 $972k 15k 63.78
2017-09-30 $1.0M 17k 60.03
2017-06-30 $1.5M 26k 57.76
2017-03-31 $1.5M 26k 56.27
2016-12-31 $1.1M 20k 53.26
2016-09-30 $1.0M 20k 51.64
2016-06-30 $1.4M 28k 49.76
2016-03-31 $1.6M 32k 48.83
2015-12-31 $1.6M 33k 48.56
2015-09-30 $1.8M 40k 45.75
2015-06-30 $2.2M 44k 49.31
2015-03-31 $2.5M 51k 49.57
2014-12-31 $2.5M 52k 49.04
2014-09-30 $2.8M 60k 46.99
2014-06-30 $4.0M 85k 46.83
2014-03-31 $4.0M 89k 44.71
2013-12-31 $4.4M 99k 44.08
2013-09-30 $4.7M 117k 40.21
2013-06-30 $890k 23k 38.20

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf