Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 121,301 shares of SCHM stock, worth $2.98 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
121,301
Previous 121,301
-0.0%
Holding current value
$2.98 Million
Previous $3.36 Million
5.56%
% of portfolio
0.06%
Previous 0.07%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio