Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 930,687 shares of SCHB stock, worth $21.6 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
930,687
Previous 940,697
1.06%
Holding current value
$21.6 Million
Previous $59.1 Million
4.68%
% of portfolio
1.43%
Previous 1.27%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$479 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$76.6 Million2.16% of portfolio