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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
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 $5.1M 76k 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