Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.16 Billion
Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 233,859 shares of SCHP stock, worth $6.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

233,859

Previous 113,169 106.65%

Holding current value

$6.17 Million

Previous $6.07 Million 0.48%

% of portfolio

0.12%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$25.74 - $53.78 $3.11 Million - $6.49 Million	120,690 Added 106.65%	233,859 $6.04 Million
Q3 2024 Oct 11, 2024	BUY	$51.58 - $53.79 $36,415 - $37,975	706 Added 0.63%	113,169 $6.07 Million
Q2 2024 Jul 11, 2024	BUY	$51.1 - $52.24 $23,199 - $23,716	454 Added 0.41%	112,463 $5.85 Million
Q1 2024 May 02, 2024	BUY	$51.32 - $52.45 $68,204 - $69,706	1,329 Added 1.2%	112,009 $5.84 Million
Q4 2023 Jan 16, 2024	BUY	$49.69 - $52.46 $17,540 - $18,518	353 Added 0.32%	110,680 $5.78 Million
Q3 2023 Oct 13, 2023	BUY	$50.37 - $52.48 $346,545 - $361,062	6,880 Added 6.65%	110,327 $5.57 Million
Q2 2023 Jul 14, 2023	SELL	$52.18 - $54.02 $201,310 - $208,409	-3,858 Reduced 3.6%	103,447 $5.42 Million
Q1 2023 Apr 12, 2023	SELL	$51.68 - $53.62 $463,001 - $480,381	-8,959 Reduced 7.71%	107,305 $5.75 Million
Q4 2022 Jan 19, 2023	SELL	$51.47 - $53.83 $124,814 - $130,537	-2,425 Reduced 2.04%	116,264 $0
Q3 2022 Oct 12, 2022	SELL	$51.8 - $57.88 $983,112 - $1.1 Million	-18,979 Reduced 13.79%	118,689 $6.15 Million
Q2 2022 Jul 08, 2022	BUY	$55.59 - $60.15 $657,351 - $711,273	11,825 Added 9.4%	137,668 $7.68 Million
Q1 2022 Apr 27, 2022	BUY	$59.94 - $62.99 $7.54 Million - $7.93 Million	125,843 New	125,843 $7.64 Million

Others Institutions Holding SCHP

# of Institutions

712

Shares Held

285M

Call Options Held

110K

Put Options Held

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
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Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Us Tips ETF Transaction History