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
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $42.5 Million - $46.3 Million
967,664 New
967,664 $0
Q2 2022

Jul 08, 2022
BUY
N/A
90,767 Added 10.14%
986,304 $43.6 Million
Q1 2022

Apr 27, 2022
BUY
N/A
391,590 Added 77.7%
895,537 $47.8 Million
Q4 2021

Jan 26, 2022
BUY
N/A
942 Added 0.19%
503,947 $57 Million
Q3 2021

Nov 02, 2021
BUY
N/A
490,428 Added 3899.4%
503,005 $52.2 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-470,242 Reduced 97.4%
12,577 $1.31 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-34,481 Reduced 6.67%
482,819 $50.3 Million
Q1 2021

May 24, 2021
SELL
N/A
-37,322 Reduced 6.73%
517,300 $50 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-5,521 Reduced 0.99%
554,622 $50.5 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-432 Reduced 0.08%
560,143 $44.6 Million
Q2 2020

Jul 16, 2020
BUY
N/A
53,160 Added 10.48%
560,575 $41.2 Million
Q4 2019

Jan 29, 2020
BUY
N/A
23,555 Added 4.87%
507,415 $39 Million
Q3 2019

Oct 07, 2019
BUY
N/A
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
1,145
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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