CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.1M | Buy |
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|
2025
Q2 | $20.9M | Buy |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $3.04M | Sell |
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|
2023
Q4 | $7.21M | Buy |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.15M | Buy |
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|
2019
Q4 | $804K | Sell |
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|
2019
Q3 | $839K | Buy |
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