Cliftonlarsonallen Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,019,167 shares of SCHZ stock, worth $23.4 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,019,167
Previous 1,047,541
2.71%
Holding current value
$23.4 Million
Previous $23.8 Million
0.87%
% of portfolio
0.44%
Previous 0.46%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
691Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio