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

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 827,634 shares of SCHA stock, worth $21.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

827,634

Previous 201,116 311.52%

Holding current value

$21.7 Million

Previous $4.72 Million 343.43%

% of portfolio

0.35%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$20.42 - $25.3 $12.8 Million - $15.9 Million	626,518 Added 311.52%	827,634 $20.9 Million
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $2.09 Million - $2.43 Million	90,035 Added 81.05%	201,116 $4.72 Million
Q4 2024 Jan 14, 2025	BUY	$25.33 - $51.16 $1.25 Million - $2.52 Million	49,295 Added 79.78%	111,081 $2.87 Million
Q3 2024 Oct 11, 2024	BUY	$46.9 - $51.96 $116,640 - $129,224	2,487 Added 4.19%	61,786 $3.18 Million
Q2 2024 Jul 11, 2024	SELL	$45.24 - $49.04 $112,783 - $122,256	-2,493 Reduced 4.03%	59,299 $2.81 Million
Q1 2024 May 02, 2024	SELL	$44.84 - $49.24 $4.07 Million - $4.47 Million	-90,811 Reduced 59.51%	61,792 $3.04 Million
Q4 2023 Jan 16, 2024	BUY	$38.13 - $48.02 $3.82 Million - $4.82 Million	100,301 Added 191.77%	152,603 $7.21 Million
Q3 2023 Oct 13, 2023	SELL	$40.85 - $46.1 $358,295 - $404,343	-8,771 Reduced 14.36%	52,302 $2.17 Million
Q2 2023 Jul 14, 2023	BUY	$39.91 - $43.82 $1 Million - $1.1 Million	25,061 Added 69.59%	61,073 $2.67 Million
Q1 2023 Apr 12, 2023	SELL	$39.82 - $46.36 $1.83 Million - $2.13 Million	-45,905 Reduced 56.04%	36,012 $1.51 Million
Q4 2022 Jan 19, 2023	BUY	$38.25 - $43.54 $3.13 Million - $3.57 Million	81,917 New	81,917 $0
Q2 2022 Jul 08, 2022	SELL	$37.88 - $48.01 $708,810 - $898,363	-18,712 Reduced 25.41%	54,940 $2.14 Million
Q1 2022 Apr 27, 2022	BUY	$44.42 - $51.73 $1.32 Million - $1.54 Million	29,697 Added 67.56%	73,652 $3.49 Million
Q4 2021 Jan 26, 2022	BUY	$48.64 - $55.07 $1.57 Million - $1.78 Million	32,296 Added 277.0%	43,955 $4.5 Million
Q3 2021 Nov 02, 2021	BUY	$48.3 - $52.49 $563,129 - $611,980	11,659 New	11,659 $1.17 Million
Q3 2021 Oct 14, 2021	SELL	$48.3 - $52.49 $557,913 - $606,311	-11,551 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$43.89 - $52.63 $506,973 - $607,929	11,551 New	11,551 $1.15 Million
Q2 2020 Jul 16, 2020	SELL	$23.59 - $35.22 $250,879 - $374,564	-10,635 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$33.63 - $38.03 $46,812 - $52,937	-1,392 Reduced 11.57%	10,635 $804,000
Q3 2019 Oct 07, 2019	BUY	$34.78 - $36.12 $418,299 - $434,415	12,027 New	12,027 $839,000

Others Institutions Holding SCHA

# of Institutions

1,273

Shares Held

251M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

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.

Account

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