Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $4.33 Billion
- Q3 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 304,277 shares of SCHV stock, worth $8.22 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
304,277
Previous 324,800
6.32%
Holding current value
$8.22 Million
Previous $24.1 Million
1.63%
% of portfolio
0.56%
Previous 0.52%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
810Shares Held
104MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$503 Million3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$310 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$290 Million11.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$120 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$109 Million0.11% of portfolio