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CliftonLarsonAllen Wealth Advisors »

Schwab Strategic Tr shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by CliftonLarsonAllen Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$649k	25k	25.55

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguardindexfds S&p500etfshs (VOO)

Vanguardtax-managedfds Vanftsedevmkt (VEA)

Invescoexchangetradedfdt S&p500quality (SPHQ)

Vanguardmunbdfds Taxexemptbd (VTEB)

Spdrseriestrust Statestreetspd (SPAB)

Spdrseriestrust Statestreetspd (SPSM)

Vanguardscottsdalefds Intertermtreas (VGIT)

Vanguardintlequityindexf Ftseemrmktetf (VWO)

Isharestr Mbsetf (MBB)

Prosharestr S&p500dvarist (NOBL)

Spdrseriestrust Statestreetspd (SPIB)

Franklintempletonetftr Franklindynmun (FLMI)

Blackrocketftrustii Isharesflexible (BINC)

Invescoexchtradedfdtrii Natlamtmuni (PZA)

Isharestr Coremscieafe (IEFA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management

Adams Wealth Management

Summit Financial

Susquehanna International

Citadel Advisors

Mariner Wealth Advisors

CoreCap Advisors

CliftonLarsonAllen Wealth Advisors

Chapman Financial Group

Mercer Global Advisors

Hidden Cove Wealth Management

View all funds holding Schwab Strategic Tr

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