Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 63,178 shares of SCHE stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

63,178

Previous 64,097 1.43%

Holding current value

$1.77 Million

Previous $1.87 Million 10.05%

% of portfolio

0.03%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$26.63 - $30.23 $24,472 - $27,781	-919 Reduced 1.43%	63,178 $1.68 Million
Q3 2024 Oct 11, 2024	SELL	$25.45 - $29.53 $42,628 - $49,462	-1,675 Reduced 2.55%	64,097 $1.87 Million
Q2 2024 Jul 11, 2024	SELL	$24.67 - $27.2 $7,993 - $8,812	-324 Reduced 0.49%	65,772 $1.75 Million
Q1 2024 May 02, 2024	SELL	$23.47 - $25.45 $1.89 Million - $2.05 Million	-80,669 Reduced 54.96%	66,096 $1.67 Million
Q4 2023 Jan 16, 2024	BUY	$23.04 - $24.89 $1.79 Million - $1.93 Million	77,627 Added 112.28%	146,765 $3.64 Million
Q3 2023 Oct 13, 2023	BUY	$23.83 - $26.11 $79,568 - $87,181	3,339 Added 5.07%	69,138 $1.66 Million
Q2 2023 Jul 14, 2023	SELL	$23.66 - $25.54 $33,100 - $35,730	-1,399 Reduced 2.08%	65,799 $1.62 Million
Q1 2023 Apr 12, 2023	SELL	$23.32 - $26.39 $2.71 Million - $3.06 Million	-116,124 Reduced 63.34%	67,198 $1.65 Million
Q4 2022 Jan 19, 2023	BUY	$21.59 - $24.95 $3.96 Million - $4.57 Million	183,322 New	183,322 $0
Q2 2022 Jul 08, 2022	SELL	$24.51 - $28.87 $1.21 Million - $1.42 Million	-49,323 Reduced 52.6%	44,446 $1.13 Million
Q1 2022 Apr 27, 2022	SELL	$25.61 - $30.82 $319,126 - $384,048	-12,461 Reduced 11.73%	93,769 $2.6 Million
Q4 2021 Jan 26, 2022	BUY	$28.68 - $31.96 $1.47 Million - $1.64 Million	51,412 Added 93.79%	106,230 $3.15 Million
Q3 2021 Nov 02, 2021	BUY	$29.81 - $32.7 $1.22 Million - $1.34 Million	40,838 Added 292.12%	54,818 $1.67 Million
Q3 2021 Oct 14, 2021	SELL	$29.81 - $32.7 $1.2 Million - $1.31 Million	-40,137 Reduced 74.17%	13,980 $426,000
Q2 2021 Jul 21, 2021	SELL	$31.06 - $33.61 $59,728 - $64,632	-1,923 Reduced 3.43%	54,117 $1.78 Million
Q1 2021 May 24, 2021	BUY	$30.78 - $34.63 $27,055 - $30,439	879 Added 1.59%	56,040 $1.78 Million
Q4 2020 Jan 14, 2021	BUY	$26.72 - $30.68 $4,836 - $5,553	181 Added 0.33%	55,161 $1.69 Million
Q2 2020 Jul 16, 2020	BUY	$19.87 - $25.05 $573,984 - $723,619	28,887 Added 110.71%	54,980 $1.34 Million
Q4 2019 Jan 29, 2020	SELL	$24.83 - $27.51 $9,658 - $10,701	-389 Reduced 1.47%	26,093 $714,000
Q3 2019 Oct 07, 2019	SELL	$25.08 - $25.94 $17,831 - $18,443	-711 Reduced 2.61%	26,482 $666,000
Q2 2019 Jul 17, 2019	SELL	N/A	-4,271 Reduced 13.57%	27,193 $714,000
Q1 2019 Apr 09, 2019	SELL	N/A	-22,735 Reduced 41.95%	31,464 $818,000
Q4 2018 Jan 22, 2019	BUY	N/A	54,199 New	54,199 $1.28 Million

Others Institutions Holding SCHE

# of Institutions

830

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History