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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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All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b