Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

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 2,557,985 shares of SCHB stock, worth $58.1 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

2,557,985

Previous 2,752,318 7.06%

Holding current value

$58.1 Million

Previous $62.5 Million 12.22%

% of portfolio

1.02%

Previous 1.21%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$21.23 - $23.75 $4.13 Million - $4.62 Million	-194,333 Reduced 7.06%	2,557,985 $54.8 Million
Q4 2024 Jan 14, 2025	BUY	$22.01 - $66.82 $40.1 Million - $122 Million	1,821,631 Added 195.73%	2,752,318 $62.5 Million
Q3 2024 Oct 11, 2024	SELL	$59.93 - $66.52 $599,899 - $665,865	-10,010 Reduced 1.06%	930,687 $61.9 Million
Q2 2024 Jul 11, 2024	BUY	$57.57 - $63.3 $241,909 - $265,986	4,202 Added 0.45%	940,697 $59.1 Million
Q1 2024 May 02, 2024	BUY	$54.61 - $61.05 $1.32 Million - $1.48 Million	24,223 Added 2.66%	936,495 $57.2 Million
Q4 2023 Jan 16, 2024	SELL	$47.61 - $55.91 $210,912 - $247,681	-4,430 Reduced 0.48%	912,272 $50.8 Million
Q3 2023 Oct 13, 2023	BUY	$49.59 - $53.57 $1.22 Million - $1.31 Million	24,541 Added 2.75%	916,702 $45.7 Million
Q2 2023 Jul 14, 2023	SELL	$47.08 - $51.7 $151,644 - $166,525	-3,221 Reduced 0.36%	892,161 $46.1 Million
Q1 2023 Apr 12, 2023	SELL	$44.47 - $49.23 $3.21 Million - $3.56 Million	-72,282 Reduced 7.47%	895,382 $42.8 Million
Q4 2022 Jan 19, 2023	BUY	$41.94 - $47.81 $40.6 Million - $46.3 Million	967,664 New	967,664 $0
Q2 2022 Jul 08, 2022	BUY	$42.93 - $53.98 $3.9 Million - $4.9 Million	90,767 Added 10.14%	986,304 $43.6 Million
Q1 2022 Apr 27, 2022	BUY	$49.15 - $56.85 $19.2 Million - $22.3 Million	391,590 Added 77.7%	895,537 $47.8 Million
Q4 2021 Jan 26, 2022	BUY	$51.87 - $56.86 $48,861 - $53,562	942 Added 0.19%	503,947 $57 Million
Q3 2021 Nov 02, 2021	BUY	$51.32 - $54.83 $25.2 Million - $26.9 Million	490,428 Added 3899.4%	503,005 $52.2 Million
Q3 2021 Oct 14, 2021	SELL	$51.32 - $54.83 $24.1 Million - $25.8 Million	-470,242 Reduced 97.4%	12,577 $1.31 Million
Q2 2021 Jul 21, 2021	SELL	$48.92 - $52.14 $1.69 Million - $1.8 Million	-34,481 Reduced 6.67%	482,819 $50.3 Million
Q1 2021 May 24, 2021	SELL	$44.89 - $48.81 $1.68 Million - $1.82 Million	-37,322 Reduced 6.73%	517,300 $50 Million
Q4 2020 Jan 14, 2021	SELL	$39.03 - $45.5 $215,484 - $251,205	-5,521 Reduced 0.99%	554,622 $50.5 Million
Q3 2020 Oct 13, 2020	SELL	$36.93 - $42.52 $15,953 - $18,368	-432 Reduced 0.08%	560,143 $44.6 Million
Q2 2020 Jul 16, 2020	BUY	$28.84 - $38.49 $1.53 Million - $2.05 Million	53,160 Added 10.48%	560,575 $41.2 Million
Q4 2019 Jan 29, 2020	BUY	$34.47 - $38.58 $811,940 - $908,751	23,555 Added 4.87%	507,415 $39 Million
Q3 2019 Oct 07, 2019	BUY	$35.32 - $36.13 $2.91 Million - $2.97 Million	82,290 Added 20.49%	483,860 $34.4 Million
Q2 2019 Jul 17, 2019	BUY	N/A	18,060 Added 4.71%	401,570 $28.3 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-55,361 Reduced 12.61%	383,510 $26.1 Million
Q4 2018 Jan 22, 2019	BUY	N/A	65,686 Added 17.6%	438,871 $26.3 Million
Q3 2018 Nov 05, 2018	BUY	N/A	17,671 Added 4.97%	373,185 $26.3 Million
Q2 2018 Jul 23, 2018	BUY	N/A	4,568 Added 1.3%	355,514 $23.5 Million
Q1 2018 Apr 26, 2018	BUY	N/A	15,439 Added 4.6%	350,946 $22.4 Million
Q4 2017 Jan 31, 2018	BUY	N/A	43,572 Added 14.93%	335,507 $21.6 Million
Q3 2017 Nov 06, 2017	BUY	N/A	291,935	291,935 $17.8 Million

Others Institutions Holding SCHB

# of Institutions

1,293

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History