Cliftonlarsonallen Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 2024
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 503,235 shares of SCHZ stock, worth $11.8 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
503,235
Previous 509,053
1.14%
Holding current value
$11.8 Million
Previous $23.2 Million
3.06%
% of portfolio
0.55%
Previous 0.5%
Shares
28 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
109MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$792 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$132 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$79.7 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$68 Million12.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62.9 Million0.03% of portfolio