Sch Us Mid-cap Etf etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Sch Us Mid-cap Etf etf
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Quarterly reported holdings in Sch Us Mid-cap Etf etf by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 99k | 29.64 |
| 2025-06-30 | $2.8M | 100k | 28.05 |
| 2025-03-31 | $3.2M | 121k | 26.20 |
| 2024-12-31 | $3.4M | 121k | 27.71 |
| 2024-09-30 | $4.4M | 53k | 83.09 |
| 2024-06-30 | $4.2M | 53k | 77.83 |
| 2024-03-31 | $4.6M | 56k | 81.43 |
| 2023-12-31 | $4.2M | 56k | 75.32 |
| 2023-09-30 | $3.9M | 57k | 67.68 |
| 2023-06-30 | $4.2M | 59k | 71.03 |
| 2023-03-31 | $4.0M | 59k | 67.85 |
| 2022-12-31 | $3.9M | 60k | 65.61 |
| 2022-06-30 | $4.2M | 67k | 62.73 |
| 2022-03-31 | $5.1M | 67k | 75.86 |
| 2021-12-31 | $5.5M | 69k | 80.43 |
| 2021-09-30 | $5.3M | 69k | 76.66 |
| 2021-06-30 | $5.4M | 69k | 78.28 |
| 2021-03-31 | $5.1M | 69k | 74.43 |
| 2020-12-31 | $1.0M | 15k | 68.18 |
| 2020-09-30 | $832k | 15k | 55.45 |
| 2020-06-30 | $912k | 17k | 52.62 |
| 2019-12-31 | $1.9M | 31k | 60.16 |
| 2019-09-30 | $2.0M | 36k | 56.53 |
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