Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.66 Billion
- Q2 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 940,697 shares of SCHB stock, worth $59.8 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
940,697
Previous 936,495
0.45%
Holding current value
$59.8 Million
Previous $57.2 Million
3.44%
% of portfolio
1.27%
Previous 1.3%
Shares
27 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio