Schwab Strategic Tr 0 shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 224k | 26.95 |
| 2025-06-30 | $6.0M | 226k | 26.68 |
| 2025-03-31 | $6.3M | 236k | 26.89 |
| 2024-12-31 | $6.0M | 234k | 25.83 |
| 2024-09-30 | $6.1M | 113k | 53.63 |
| 2024-06-30 | $5.8M | 113k | 52.01 |
| 2024-03-31 | $5.8M | 112k | 52.16 |
| 2023-12-31 | $5.8M | 111k | 52.20 |
| 2023-09-30 | $5.6M | 110k | 50.49 |
| 2023-06-30 | $5.4M | 103k | 52.43 |
| 2023-03-31 | $5.8M | 107k | 53.61 |
| 2022-12-31 | $6.0M | 116k | 51.79 |
| 2022-09-30 | $6.1M | 119k | 51.80 |
| 2022-06-30 | $7.7M | 138k | 55.80 |
| 2022-03-31 | $7.6M | 126k | 60.71 |
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