Schwab U S Small Cap ETF shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 828k | 27.90 |
| 2025-06-30 | $21M | 828k | 25.30 |
| 2025-03-31 | $4.7M | 201k | 23.43 |
| 2024-12-31 | $2.9M | 111k | 25.86 |
| 2024-09-30 | $3.2M | 62k | 51.50 |
| 2024-06-30 | $2.8M | 59k | 47.45 |
| 2024-03-31 | $3.0M | 62k | 49.24 |
| 2023-12-31 | $7.2M | 153k | 47.24 |
| 2023-09-30 | $2.2M | 52k | 41.42 |
| 2023-06-30 | $2.7M | 61k | 43.80 |
| 2023-03-31 | $1.5M | 36k | 41.93 |
| 2022-12-31 | $3.3M | 82k | 40.51 |
| 2022-06-30 | $2.1M | 55k | 38.99 |
| 2022-03-31 | $3.5M | 74k | 47.36 |
| 2021-12-31 | $4.5M | 44k | 102.40 |
| 2021-09-30 | $1.2M | 12k | 100.09 |
| 2021-06-30 | $1.2M | 12k | 104.15 |
| 2021-03-31 | $1.2M | 12k | 99.65 |
| 2019-12-31 | $804k | 11k | 75.60 |
| 2019-09-30 | $839k | 12k | 69.76 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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