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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 Strategic Tr 0 by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
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