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

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.39 Billion
  • Q1 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 326,333 shares of SCHV stock, worth $24.1 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
326,333
Previous 337,144 3.21%
Holding current value
$24.1 Million
Previous $23.6 Million 4.91%
% of portfolio
0.56%
Previous 0.59%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$68.82 - $75.98 $744,013 - $821,419
-10,811 Reduced 3.21%
326,333 $24.8 Million
Q4 2023

Jan 16, 2024
BUY
$61.16 - $70.24 $977,642 - $1.12 Million
15,985 Added 4.98%
337,144 $23.6 Million
Q3 2023

Oct 13, 2023
SELL
$64.45 - $69.39 $721,066 - $776,335
-11,188 Reduced 3.37%
321,159 $20.7 Million
Q2 2023

Jul 14, 2023
SELL
$63.33 - $67.21 $33,184 - $35,218
-524 Reduced 0.16%
332,347 $22.3 Million
Q1 2023

Apr 12, 2023
SELL
$62.59 - $69.3 $1.29 Million - $1.43 Million
-20,636 Reduced 5.84%
332,871 $21.8 Million
Q4 2022

Jan 19, 2023
BUY
$64.27 - $69.24 $22.7 Million - $24.5 Million
353,507 New
353,507 $0
Q2 2022

Jul 08, 2022
BUY
N/A
14,841 Added 4.06%
380,243 $23.7 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-38,876 Reduced 9.62%
365,402 $26.1 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-12,117 Reduced 2.91%
404,278 $29.6 Million
Q3 2021

Nov 02, 2021
BUY
N/A
340,481 Added 448.51%
416,395 $28.1 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-341,295 Reduced 81.8%
75,914 $5.12 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-9,909 Reduced 2.32%
417,209 $28.5 Million
Q1 2021

May 24, 2021
SELL
N/A
-9,524 Reduced 2.18%
427,118 $27.9 Million
Q4 2020

Jan 14, 2021
SELL
N/A
-17,216 Reduced 3.79%
436,642 $26 Million
Q3 2020

Oct 13, 2020
BUY
N/A
414 Added 0.09%
453,858 $23.7 Million
Q2 2020

Jul 16, 2020
SELL
N/A
-9,934 Reduced 2.14%
453,444 $22.7 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-25,391 Reduced 5.19%
463,378 $27.9 Million
Q3 2019

Oct 07, 2019
SELL
N/A
-4,868 Reduced 0.99%
488,769 $27.7 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-6,235 Reduced 1.25%
493,637 $27.7 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-85,490 Reduced 14.6%
499,872 $27.4 Million
Q4 2018

Jan 22, 2019
BUY
N/A
46,436 Added 8.62%
585,362 $28.9 Million
Q3 2018

Nov 05, 2018
SELL
N/A
-14,293 Reduced 2.58%
538,926 $30.2 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-10,944 Reduced 1.94%
553,219 $29.4 Million
Q1 2018

Apr 26, 2018
BUY
N/A
4,487 Added 0.8%
564,163 $29.8 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-15,243 Reduced 2.65%
559,676 $30.6 Million
Q3 2017

Nov 06, 2017
BUY
N/A
574,919
574,919 $29.8 Million

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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