Schwab Strategic Tr us aggregate b shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $24M | 1.0M | 22.70 |
| 2024-09-30 | $24M | 503k | 47.52 |
| 2024-06-30 | $23M | 509k | 45.58 |
| 2024-03-31 | $23M | 505k | 46.00 |
| 2023-12-31 | $24M | 512k | 46.62 |
| 2023-09-30 | $22M | 487k | 44.23 |
| 2023-06-30 | $20M | 439k | 46.16 |
| 2023-03-31 | $21M | 453k | 46.91 |
| 2022-12-31 | $30M | 646k | 45.65 |
| 2022-06-30 | $25M | 513k | 47.87 |
| 2022-03-31 | $25M | 494k | 50.57 |
| 2021-12-31 | $27M | 508k | 53.90 |
| 2021-09-30 | $28M | 506k | 54.26 |
| 2021-06-30 | $27M | 497k | 54.60 |
| 2021-03-31 | $29M | 535k | 53.95 |
| 2020-12-31 | $27M | 479k | 56.03 |
| 2020-09-30 | $26M | 470k | 56.08 |
| 2020-06-30 | $25M | 448k | 56.24 |
| 2019-12-31 | $25M | 471k | 53.43 |
| 2019-09-30 | $22M | 415k | 53.85 |
| 2019-06-30 | $19M | 349k | 53.00 |
| 2019-03-31 | $17M | 322k | 51.88 |
| 2018-12-31 | $24M | 465k | 50.59 |
| 2018-09-30 | $16M | 315k | 50.25 |
| 2018-06-30 | $15M | 289k | 50.64 |
| 2018-03-31 | $15M | 299k | 51.02 |
| 2017-12-31 | $14M | 270k | 52.04 |
| 2017-09-30 | $12M | 219k | 52.36 |
| 2017-06-30 | $9.4M | 179k | 52.25 |
| 2017-03-31 | $8.0M | 155k | 51.79 |
| 2016-12-31 | $8.7M | 169k | 51.50 |
| 2016-09-30 | $6.8M | 127k | 53.67 |
| 2016-06-30 | $5.7M | 107k | 53.72 |
| 2016-03-31 | $4.8M | 91k | 52.82 |
| 2015-12-31 | $3.7M | 71k | 51.50 |
| 2015-09-30 | $778k | 15k | 52.14 |
| 2015-06-30 | $1.1M | 20k | 51.72 |
| 2015-03-31 | $713k | 14k | 52.93 |
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