CliftonLarsonAllen Wealth Advisors »

Schwab Emerging Markets Equity ETF shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Emerging Markets Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Emerging Markets Equity ETF held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Emerging Markets Equity ETF by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 63k 26.63
2024-09-30 $1.9M 64k 29.18
2024-06-30 $1.7M 66k 26.56
2024-03-31 $1.7M 66k 25.25
2023-12-31 $3.6M 147k 24.79
2023-09-30 $1.7M 69k 23.94
2023-06-30 $1.6M 66k 24.63
2023-03-31 $1.6M 67k 24.52
2022-12-31 $4.3M 183k 23.67
2022-06-30 $1.1M 44k 25.38
2022-03-31 $2.6M 94k 27.77
2021-12-31 $3.1M 106k 29.62
2021-09-30 $1.7M 55k 30.48
2021-06-30 $1.8M 54k 32.87
2021-03-31 $1.8M 56k 31.78
2020-12-31 $1.7M 55k 30.66
2020-09-30 $1.5M 55k 26.76
2020-06-30 $1.3M 55k 24.35
2019-12-31 $714k 26k 27.36
2019-09-30 $666k 27k 25.15
2019-06-30 $714k 27k 26.26
2019-03-31 $818k 32k 26.00
2018-12-31 $1.3M 54k 23.52
2013-12-31 $593k 24k 24.58

More positions owned by CliftonLarsonAllen Wealth Advisors

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab Emerging Markets Equity ETF

Creative Planning
Financial Engines Advisors L.L.C
HighTower Advisors
SageView Advisory Group
Wealth Enhancement Advisory Services
Envestnet Asset Management
Rebalance
Mather Group
Northwestern Mutual Wealth Management Company
Morgan Stanley
Mercer Global Advisors
Orgel Wealth Management
FMR
Moneta Group Investment Advisors
Heartwood Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF