Cliftonlarsonallen Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,004,082 shares of SCHZ stock, worth $23.7 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,004,082
Previous 990,638
1.36%
Holding current value
$23.7 Million
Previous $22.9 Million
2.76%
% of portfolio
0.37%
Previous 0.39%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio