Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 827,667 shares of SCHA stock, worth $23.1 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
827,667
Previous 827,634
-0.0%
Holding current value
$23.1 Million
Previous $20.9 Million
10.28%
% of portfolio
0.37%
Previous 0.35%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,279Shares Held
257MCall Options Held
61.6KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO33.4MShares$932 Million2.55% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$530 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA15.5MShares$432 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.48MShares$153 Million0.28% of portfolio