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Schwab U S Large Cap Growth ETF shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth 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 U S Large Cap Growth ETF by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $58M 560k 104.18
2024-06-30 $58M 579k 100.84
2024-03-31 $54M 582k 92.72
2023-12-31 $50M 598k 82.96
2023-09-30 $45M 621k 72.72
2023-06-30 $48M 638k 74.95
2023-03-31 $42M 649k 65.17
2022-12-31 $36M 643k 55.56
2022-06-30 $39M 665k 57.99
2022-03-31 $52M 688k 74.82
2021-12-31 $59M 359k 163.75
2021-09-30 $54M 365k 148.09
2021-06-30 $54M 367k 145.96
2021-03-31 $49M 377k 129.78
2020-12-31 $32M 249k 128.41
2020-09-30 $31M 267k 115.17
2020-06-30 $29M 281k 101.54
2019-12-31 $32M 346k 92.91
2019-09-30 $31M 364k 84.01
2019-06-30 $31M 371k 83.21
2019-03-31 $30M 380k 79.43
2018-12-31 $28M 410k 68.93
2018-09-30 $35M 425k 82.02
2018-06-30 $34M 445k 75.78
2018-03-31 $33M 457k 71.71
2017-12-31 $33M 463k 70.71
2017-09-30 $32M 485k 66.07
2017-06-30 $31M 495k 63.20
2017-03-31 $31M 516k 60.48
2016-12-31 $29M 521k 55.83
2016-09-30 $30M 535k 55.48
2016-06-30 $30M 573k 52.47
2016-03-31 $34M 657k 52.42
2015-12-31 $45M 859k 52.83
2015-09-30 $49M 977k 49.98
2015-06-30 $66M 1.2M 53.67
2015-03-31 $81M 1.5M 53.87
2014-12-31 $83M 1.6M 51.79
2014-09-30 $76M 1.5M 49.18
2014-06-30 $66M 1.4M 48.52
2014-03-31 $51M 1.1M 46.00
2013-12-31 $34M 741k 45.24
2013-09-30 $27M 656k 41.08
2013-06-30 $2.7M 72k 38.10

More positions owned by CliftonLarsonAllen Wealth Advisors

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)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
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)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF