Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

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 2,095,181 shares of SCHG stock, worth $63.3 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

2,095,181

Previous 2,127,611 1.52%

Holding current value

$63.3 Million

Previous $53.2 Million 14.97%

% of portfolio

1.03%

Previous 0.99%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$22.27 - $29.21 $722,216 - $947,280	-32,430 Reduced 1.52%	2,095,181 $61.2 Million
Q1 2025 Apr 16, 2025	SELL	$24.91 - $29.02 $2.23 Million - $2.59 Million	-89,389 Reduced 4.03%	2,127,611 $53.2 Million
Q4 2024 Jan 14, 2025	BUY	$25.93 - $105.3 $43 Million - $175 Million	1,657,307 Added 296.11%	2,217,000 $61.8 Million
Q3 2024 Oct 11, 2024	SELL	$92.63 - $105.69 $1.75 Million - $1.99 Million	-18,868 Reduced 3.26%	559,693 $58.3 Million
Q2 2024 Jul 11, 2024	SELL	$87.04 - $101.61 $307,947 - $359,496	-3,538 Reduced 0.61%	578,561 $58.3 Million
Q1 2024 May 02, 2024	SELL	$80.6 - $93.32 $1.24 Million - $1.44 Million	-15,422 Reduced 2.58%	582,099 $54 Million
Q4 2023 Jan 16, 2024	SELL	$70.08 - $83.37 $1.65 Million - $1.96 Million	-23,560 Reduced 3.79%	597,521 $49.6 Million
Q3 2023 Oct 13, 2023	SELL	$71.99 - $78.02 $1.24 Million - $1.34 Million	-17,180 Reduced 2.69%	621,081 $45.2 Million
Q2 2023 Jul 14, 2023	SELL	$63.6 - $74.95 $676,640 - $797,393	-10,639 Reduced 1.64%	638,261 $47.8 Million
Q1 2023 Apr 12, 2023	BUY	$54.19 - $65.17 $343,781 - $413,438	6,344 Added 0.99%	648,900 $42.3 Million
Q4 2022 Jan 19, 2023	BUY	$54.31 - $60.76 $34.9 Million - $39 Million	642,556 New	642,556 $0
Q2 2022 Jul 08, 2022	SELL	$55.73 - $76.55 $1.3 Million - $1.78 Million	-23,306 Reduced 3.39%	664,956 $38.6 Million
Q1 2022 Apr 27, 2022	BUY	$65.63 - $82.62 $21.6 Million - $27.2 Million	329,341 Added 91.76%	688,262 $51.5 Million
Q4 2021 Jan 26, 2022	SELL	$73.11 - $83.4 $422,941 - $482,469	-5,785 Reduced 1.59%	358,921 $58.8 Million
Q3 2021 Nov 02, 2021	BUY	$73.24 - $78.94 $23.9 Million - $25.8 Million	326,399 Added 852.06%	364,706 $54 Million
Q3 2021 Oct 14, 2021	SELL	$73.24 - $78.94 $24.1 Million - $26 Million	-328,777 Reduced 89.56%	38,307 $5.67 Million
Q2 2021 Jul 21, 2021	SELL	$65.3 - $73.24 $664,688 - $745,509	-10,179 Reduced 2.7%	367,084 $53.6 Million
Q1 2021 May 24, 2021	BUY	$61.41 - $68.35 $7.87 Million - $8.76 Million	128,153 Added 51.44%	377,263 $49 Million
Q4 2020 Jan 14, 2021	SELL	$55.95 - $64.38 $972,634 - $1.12 Million	-17,384 Reduced 6.52%	249,110 $32 Million
Q3 2020 Oct 13, 2020	SELL	$51.42 - $61.56 $735,511 - $880,554	-14,304 Reduced 5.09%	266,494 $30.7 Million
Q2 2020 Jul 16, 2020	SELL	$37.99 - $51.32 $2.49 Million - $3.36 Million	-65,538 Reduced 18.92%	280,798 $28.5 Million
Q4 2019 Jan 29, 2020	SELL	$40.97 - $46.72 $703,864 - $802,649	-17,180 Reduced 4.73%	346,336 $32.2 Million
Q3 2019 Oct 07, 2019	SELL	$41.7 - $42.86 $302,366 - $310,777	-7,251 Reduced 1.96%	363,516 $30.5 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-9,572 Reduced 2.52%	370,767 $30.9 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-30,032 Reduced 7.32%	380,339 $30.2 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-15,064 Reduced 3.54%	410,371 $28.3 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-19,393 Reduced 4.36%	425,435 $34.9 Million
Q2 2018 Jul 23, 2018	SELL	N/A	-12,029 Reduced 2.63%	444,828 $33.7 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-6,552 Reduced 1.41%	456,857 $32.8 Million
Q4 2017 Jan 31, 2018	SELL	N/A	-21,218 Reduced 4.38%	463,409 $32.8 Million
Q3 2017 Nov 06, 2017	BUY	N/A	484,627	484,627 $32 Million

Others Institutions Holding SCHG

# of Institutions

1,545

Shares Held

758M

Call Options Held

327K

Put Options Held

193K

View Full List

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Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History