Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
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 $3.17 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
121,301
Previous 53,060
128.61%
Holding current value
$3.17 Million
Previous $4.41 Million
23.75%
% of portfolio
0.07%
Previous 0.1%
Shares
21 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio