Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 559,693 shares of SCHG stock, worth $14.8 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
559,693
Previous 578,561
3.26%
Holding current value
$14.8 Million
Previous $58.3 Million
0.06%
% of portfolio
1.35%
Previous 1.25%
Shares
28 transactions
Others Institutions Holding SCHG
# of Institutions
1,267Shares Held
170MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$280 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$264 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$258 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$240 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$119 Million14.61% of portfolio