Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 440,702 shares of SCHF stock, worth $17.6 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
440,702
Previous 429,675 2.57%
Holding current value
$17.6 Million
Previous $16.8 Million 0.99%
% of portfolio
0.36%
Previous 0.38%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
BUY
$37.19 - $39.82 $410,094 - $439,095
11,027 Added 2.57%
440,702 $16.9 Million
Q1 2024

May 02, 2024
BUY
$35.71 - $39.11 $414,164 - $453,597
11,598 Added 2.77%
429,675 $16.8 Million
Q4 2023

Jan 16, 2024
SELL
$32.37 - $37.01 $927,432 - $1.06 Million
-28,651 Reduced 6.41%
418,077 $15.5 Million
Q3 2023

Oct 13, 2023
BUY
$33.82 - $36.71 $319,903 - $347,239
9,459 Added 2.16%
446,728 $15.2 Million
Q2 2023

Jul 14, 2023
SELL
$34.48 - $36.54 $418,690 - $443,705
-12,143 Reduced 2.7%
437,269 $15.6 Million
Q1 2023

Apr 12, 2023
SELL
$32.42 - $35.44 $5.95 Million - $6.51 Million
-183,587 Reduced 29.0%
449,412 $15.6 Million
Q4 2022

Jan 19, 2023
BUY
$29.98 - $33.87 $19 Million - $21.4 Million
632,999 New
632,999 $0
Q2 2022

Jul 08, 2022
SELL
N/A
-56,037 Reduced 11.41%
434,873 $13.7 Million
Q1 2022

Apr 27, 2022
BUY
N/A
146,037 Added 42.35%
490,910 $18 Million
Q4 2021

Jan 26, 2022
BUY
N/A
29,887 Added 9.49%
344,873 $13.4 Million
Q3 2021

Nov 02, 2021
BUY
N/A
290,935 Added 1209.66%
314,986 $12.2 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-290,411 Reduced 92.35%
24,051 $931,000
Q2 2021

Jul 21, 2021
SELL
N/A
-2,451 Reduced 0.77%
314,462 $12.4 Million
Q1 2021

May 24, 2021
SELL
N/A
-12,278 Reduced 3.73%
316,913 $11.9 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-3,439 Reduced 1.03%
329,191 $11.9 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-5,255 Reduced 1.56%
332,630 $10.4 Million
Q2 2020

Jul 16, 2020
BUY
N/A
206,539 Added 157.25%
337,885 $10.1 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-2,656 Reduced 1.98%
131,346 $4.42 Million
Q3 2019

Oct 07, 2019
BUY
N/A
32,973 Added 32.64%
134,002 $4.27 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-10,819 Reduced 9.67%
101,029 $3.24 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-429,122 Reduced 79.32%
111,848 $3.5 Million
Q4 2018

Jan 22, 2019
BUY
N/A
448,215 Added 483.22%
540,970 $15.3 Million
Q3 2018

Nov 05, 2018
BUY
N/A
3,369 Added 3.77%
92,755 $3.11 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-12,707 Reduced 12.45%
89,386 $2.95 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-261,528 Reduced 71.92%
102,093 $3.44 Million
Q4 2017

Jan 31, 2018
BUY
N/A
32,338 Added 9.76%
363,621 $12.4 Million
Q3 2017

Nov 06, 2017
BUY
N/A
331,283
331,283 $11.1 Million

Others Institutions Holding SCHF

# of Institutions
1,192
Shares Held
858M
Call Options Held
38.3K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC TR INTL EQTY

SCHF Quotes by TradingView
  • Ticker SCHF
  • Sector ETFs
  • Industry ETFs
More about SCHF
Track This Portfolio

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email