Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 11,618 shares of SCHD stock, worth $304,043. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,618Holding current value
$304,043% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
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Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
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Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio