Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 99,869 shares of SCHM stock, worth $2.91 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
99,869
Previous 121,301 17.67%
Holding current value
$2.91 Million
Previous $3.17 Million 11.75%
% of portfolio
0.05%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$22.92 - $28.05 $491,221 - $601,167
-21,432 Reduced 17.67%
99,869 $2.8 Million
Q4 2024

Jan 14, 2025
BUY
$27.54 - $83.04 $1.88 Million - $5.67 Million
68,241 Added 128.61%
121,301 $3.36 Million
Q3 2024

Oct 11, 2024
SELL
$75.47 - $83.18 $23,395 - $25,785
-310 Reduced 0.58%
53,060 $4.41 Million
Q2 2024

Jul 11, 2024
SELL
$75.69 - $81.19 $197,323 - $211,662
-2,607 Reduced 4.66%
53,370 $4.15 Million
Q1 2024

May 02, 2024
SELL
$72.89 - $81.43 $7,580 - $8,468
-104 Reduced 0.19%
55,977 $4.56 Million
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $55,196 - $66,532
-876 Reduced 1.54%
56,081 $4.22 Million
Q3 2023

Oct 13, 2023
SELL
$66.75 - $73.98 $126,424 - $140,118
-1,894 Reduced 3.22%
56,957 $3.85 Million
Q2 2023

Jul 14, 2023
SELL
$65.29 - $71.03 $6,986 - $7,600
-107 Reduced 0.18%
58,851 $4.18 Million
Q1 2023

Apr 12, 2023
SELL
$64.24 - $73.9 $56,209 - $64,662
-875 Reduced 1.46%
58,958 $4 Million
Q4 2022

Jan 19, 2023
BUY
$61.05 - $69.94 $3.65 Million - $4.18 Million
59,833 New
59,833 $0
Q2 2022

Jul 08, 2022
SELL
$60.91 - $76.4 $10,415 - $13,064
-171 Reduced 0.26%
66,476 $4.17 Million
Q1 2022

Apr 27, 2022
SELL
$70.66 - $80.89 $133,900 - $153,286
-1,895 Reduced 2.76%
66,647 $5.06 Million
Q4 2021

Jan 26, 2022
SELL
$76.01 - $83.39 $9,349 - $10,256
-123 Reduced 0.18%
68,542 $5.51 Million
Q3 2021

Nov 02, 2021
BUY
$74.65 - $80.95 $5.13 Million - $5.56 Million
68,665 New
68,665 $5.26 Million
Q3 2021

Oct 14, 2021
SELL
$74.65 - $80.95 $5.13 Million - $5.56 Million
-68,679 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$74.64 - $79.12 $74 - $79
1 Added 0.0%
68,679 $5.38 Million
Q1 2021

May 24, 2021
BUY
$67.07 - $76.85 $3.61 Million - $4.13 Million
53,777 Added 360.9%
68,678 $5.11 Million
Q4 2020

Jan 14, 2021
SELL
$55.93 - $68.45 $5,760 - $7,050
-103 Reduced 0.69%
14,901 $1.02 Million
Q3 2020

Oct 13, 2020
SELL
$51.99 - $58.83 $121,032 - $136,956
-2,328 Reduced 13.43%
15,004 $832,000
Q2 2020

Jul 16, 2020
SELL
$39.01 - $57.03 $525,464 - $768,194
-13,470 Reduced 43.73%
17,332 $912,000
Q4 2019

Jan 29, 2020
SELL
$54.56 - $60.24 $270,890 - $299,091
-4,965 Reduced 13.88%
30,802 $1.85 Million
Q3 2019

Oct 07, 2019
BUY
$56.23 - $57.59 $2.01 Million - $2.06 Million
35,767 New
35,767 $2.02 Million

Others Institutions Holding SCHM

# of Institutions
1,019
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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