Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 2,467,102 shares of SCHB stock, worth $63.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
2,467,102
Previous 2,507,408
1.61%
Holding current value
$63.5 Million
Previous $59.8 Million
6.16%
% of portfolio
1.01%
Previous 1.01%
Shares
32 transactions
Others Institutions Holding SCHB
# of Institutions
1,347Shares Held
564MCall Options Held
500KPut Options Held
12.1K-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL64.8MShares$1.67 Billion2.18% of portfolio
-
Wealthfront Advisers LLC56.4MShares$1.45 Billion3.52% of portfolio
-
Betterment LLC New York, NY16.8MShares$433 Million0.85% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$373 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.25% of portfolio