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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.66 Billion
  • Q2 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 112,463 shares of SCHP stock, worth $6.03 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
112,463
Previous 112,009 0.41%
Holding current value
$6.03 Million
Previous $5.84 Million 0.12%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
698
Shares Held
171M
Call Options Held
66.2K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

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