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Schwab Strategic Tr us reit etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 11k 20.30
2022-03-31 $745k 30k 24.90
2021-12-31 $788k 15k 52.67
2021-09-30 $687k 15k 45.66
2021-06-30 $684k 15k 45.80
2021-03-31 $613k 15k 41.07
2020-12-31 $562k 15k 37.96
2020-09-30 $523k 15k 35.40
2020-06-30 $553k 16k 35.23
2018-12-31 $1.2M 32k 38.50

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Financial Engines Advisors L.L.C
Creative Planning
Charles Schwab Investment Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Ameriprise Financial
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust

View all funds holding Schwab Strategic Tr us reit etf