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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$22.9 - $23.58 $307,867 - $317,009
13,444 Added 1.36%
1,004,082 $23.6 Million
Q2 2025

Jul 18, 2025
SELL
$22.68 - $23.28 $647,037 - $664,155
-28,529 Reduced 2.8%
990,638 $22.9 Million
Q1 2025

Apr 16, 2025
SELL
$22.46 - $23.26 $637,280 - $659,979
-28,374 Reduced 2.71%
1,019,167 $23.6 Million
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $12.3 Million - $25.9 Million
544,306 Added 108.16%
1,047,541 $23.8 Million
Q3 2024

Oct 11, 2024
SELL
$45.2 - $47.87 $262,973 - $278,507
-5,818 Reduced 1.14%
503,235 $23.9 Million
Q2 2024

Jul 11, 2024
BUY
$44.66 - $45.99 $165,242 - $170,163
3,700 Added 0.73%
509,053 $23.2 Million
Q1 2024

May 02, 2024
SELL
$45.44 - $46.67 $295,950 - $303,961
-6,513 Reduced 1.27%
505,353 $23.2 Million
Q4 2023

Jan 16, 2024
BUY
$43.09 - $46.83 $1.07 Million - $1.17 Million
24,905 Added 5.11%
511,866 $23.9 Million
Q3 2023

Oct 13, 2023
BUY
$44.14 - $46.33 $2.14 Million - $2.24 Million
48,399 Added 11.04%
486,961 $21.5 Million
Q2 2023

Jul 14, 2023
SELL
$45.86 - $47.33 $651,762 - $672,653
-14,212 Reduced 3.14%
438,562 $20.2 Million
Q1 2023

Apr 12, 2023
SELL
$45.33 - $47.44 $8.77 Million - $9.17 Million
-193,371 Reduced 29.93%
452,774 $21.2 Million
Q4 2022

Jan 19, 2023
BUY
$44.04 - $47.03 $28.5 Million - $30.4 Million
646,145 New
646,145 $0
Q2 2022

Jul 08, 2022
BUY
$46.62 - $50.36 $883,728 - $954,624
18,956 Added 3.83%
513,294 $24.6 Million
Q1 2022

Apr 27, 2022
SELL
$50.05 - $53.52 $686,285 - $733,866
-13,712 Reduced 2.7%
494,338 $25 Million
Q4 2021

Jan 26, 2022
BUY
$53.63 - $54.52 $108,922 - $110,730
2,031 Added 0.4%
508,050 $27.4 Million
Q3 2021

Nov 02, 2021
BUY
$54.26 - $55.17 $27.5 Million - $27.9 Million
506,019 New
506,019 $27.5 Million
Q3 2021

Oct 14, 2021
SELL
$54.26 - $55.17 $27 Million - $27.4 Million
-497,097 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$53.9 - $54.6 $2.05 Million - $2.07 Million
-37,993 Reduced 7.1%
497,097 $27.1 Million
Q1 2021

May 24, 2021
BUY
$53.75 - $55.97 $3.03 Million - $3.15 Million
56,291 Added 11.76%
535,090 $28.9 Million
Q4 2020

Jan 14, 2021
BUY
$55.56 - $56.23 $478,260 - $484,027
8,608 Added 1.83%
478,799 $26.8 Million
Q3 2020

Oct 13, 2020
BUY
$56.07 - $56.92 $1.27 Million - $1.29 Million
22,729 Added 5.08%
470,191 $26.4 Million
Q2 2020

Jul 16, 2020
SELL
$54.35 - $56.24 $1.29 Million - $1.33 Million
-23,730 Reduced 5.04%
447,462 $25.2 Million
Q4 2019

Jan 29, 2020
BUY
$53.21 - $54.14 $3 Million - $3.06 Million
56,467 Added 13.62%
471,192 $25.2 Million
Q3 2019

Oct 07, 2019
BUY
$53.15 - $53.86 $3.52 Million - $3.56 Million
66,149 Added 18.98%
414,725 $22.3 Million
Q2 2019

Jul 17, 2019
BUY
N/A
26,261 Added 8.15%
348,576 $18.5 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-142,955 Reduced 30.73%
322,315 $16.7 Million
Q4 2018

Jan 22, 2019
BUY
N/A
150,219 Added 47.68%
465,270 $23.5 Million
Q3 2018

Nov 05, 2018
BUY
N/A
25,613 Added 8.85%
315,051 $15.8 Million
Q2 2018

Jul 23, 2018
SELL
N/A
-9,932 Reduced 3.32%
289,438 $14.7 Million
Q1 2018

Apr 26, 2018
BUY
N/A
29,330 Added 10.86%
299,370 $15.3 Million
Q4 2017

Jan 31, 2018
BUY
N/A
50,880 Added 23.22%
270,040 $14.1 Million
Q3 2017

Nov 06, 2017
BUY
N/A
219,160
219,160 $11.5 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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