Schwab U S Broad Market ETF shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $51M | 912k | 55.67 |
| 2023-09-30 | $46M | 917k | 49.85 |
| 2023-06-30 | $46M | 892k | 51.70 |
| 2023-03-31 | $43M | 895k | 47.85 |
| 2022-12-31 | $43M | 968k | 44.81 |
| 2022-06-30 | $44M | 986k | 44.19 |
| 2022-03-31 | $48M | 896k | 53.39 |
| 2021-12-31 | $57M | 504k | 113.01 |
| 2021-09-30 | $52M | 503k | 103.86 |
| 2021-06-30 | $50M | 483k | 104.27 |
| 2021-03-31 | $50M | 517k | 96.71 |
| 2020-12-31 | $51M | 555k | 90.99 |
| 2020-09-30 | $45M | 560k | 79.64 |
| 2020-06-30 | $41M | 561k | 73.47 |
| 2019-12-31 | $39M | 507k | 76.88 |
| 2019-09-30 | $34M | 484k | 71.02 |
| 2019-06-30 | $28M | 402k | 70.53 |
| 2019-03-31 | $26M | 384k | 68.05 |
| 2018-12-31 | $26M | 439k | 59.93 |
| 2018-09-30 | $26M | 373k | 70.39 |
| 2018-06-30 | $24M | 356k | 65.99 |
| 2018-03-31 | $22M | 351k | 63.79 |
| 2017-12-31 | $22M | 336k | 64.52 |
| 2017-09-30 | $18M | 292k | 60.91 |
| 2017-06-30 | $15M | 256k | 58.46 |
| 2017-03-31 | $13M | 231k | 57.06 |
| 2016-12-31 | $11M | 209k | 54.18 |
| 2016-09-30 | $9.8M | 187k | 52.32 |
| 2016-06-30 | $7.2M | 144k | 50.30 |
| 2016-03-31 | $5.0M | 102k | 49.28 |
| 2015-12-31 | $4.4M | 89k | 49.04 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors