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Schwab Strategic Tr cmn shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 304k 80.37
2024-06-30 $24M 325k 74.08
2024-03-31 $25M 326k 75.98
2023-12-31 $24M 337k 70.10
2023-09-30 $21M 321k 64.46
2023-06-30 $22M 332k 67.09
2023-03-31 $22M 333k 65.58
2022-12-31 $23M 354k 66.02
2022-06-30 $24M 380k 62.42
2022-03-31 $26M 365k 71.39
2021-12-31 $30M 404k 73.22
2021-09-30 $28M 416k 67.48
2021-06-30 $29M 417k 68.37
2021-03-31 $28M 427k 65.28
2020-12-31 $26M 437k 59.53
2020-09-30 $24M 454k 52.19
2020-06-30 $23M 453k 50.11
2019-12-31 $28M 463k 60.12
2019-09-30 $28M 489k 56.73
2019-06-30 $28M 494k 56.14
2019-03-31 $27M 500k 54.74
2018-12-31 $29M 585k 49.29
2018-09-30 $30M 539k 56.08
2018-06-30 $29M 553k 53.12
2018-03-31 $30M 564k 52.84
2017-12-31 $31M 560k 54.67
2017-09-30 $30M 575k 51.82
2017-06-30 $29M 582k 50.20
2017-03-31 $30M 602k 49.68
2016-12-31 $29M 603k 48.09
2016-09-30 $28M 620k 45.56
2016-06-30 $29M 657k 44.79
2016-03-31 $32M 750k 43.20
2015-12-31 $43M 1.0M 42.44
2015-09-30 $45M 1.1M 39.82
2015-06-30 $61M 1.4M 43.03
2015-03-31 $73M 1.7M 43.27
2014-12-31 $79M 1.8M 44.10
2014-09-30 $72M 1.7M 42.64
2014-06-30 $64M 1.5M 42.83
2014-03-31 $50M 1.2M 41.21
2013-12-31 $32M 780k 40.73
2013-09-30 $26M 684k 37.30
2013-06-30 $2.7M 76k 36.20

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 Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn