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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31M Sell
858,257
-107,939
-11% -$3.57M 0.41% 38
2026
Q1 		$28.1M Buy
966,196
+203,286
+27% +$6.09M 0.41% 37
2025
Q4 		$21.7M Sell
762,910
-64,757
-8% -$1.83M 0.33% 43
2025
Q3 		$23.1M Buy
827,667
+33
+0% +$882 0.36% 41
2025
Q2 		$20.9M Buy
827,634
+626,518
+312% +$14.8M 0.35% 43
2025
Q1 		$4.71M Buy
201,116
+90,035
+81% +$2.29M 0.09% 81
2024
Q4 		$2.87M Sell
111,081
-12,491
-10% -$332K 0.06% 92
2024
Q3 		$3.18M Buy
123,572
+4,974
+4% +$123K 0.07% 84
2024
Q2 		$2.81M Sell
118,598
-4,986
-4% -$118K 0.06% 85
2024
Q1 		$3.04M Sell
123,584
-181,622
-60% -$4.25M 0.07% 80
2023
Q4 		$7.21M Buy
305,206
+200,602
+192% +$4.23M 0.18% 59
2023
Q3 		$2.17M Sell
104,604
-17,542
-14% -$385K 0.06% 90
2023
Q2 		$2.68M Buy
122,146
+50,122
+70% +$1.04M 0.08% 81
2023
Q1 		$1.51M Sell
72,024
-91,810
-56% -$1.97M 0.04% 117
2022
Q4 		$3.32M Buy
+163,834
New +$3.36M 0.12% 75
2022
Q3 		– Sell
-109,880
Closed -$2.14M – 145
2022
Q2 		$2.14M Sell
109,880
-37,424
-25% -$800K 0.09% 98
2022
Q1 		$3.49M Sell
147,304
-28,516
-16% -$673K 0.12% 75
2021
Q4 		$4.5M Buy
175,820
+129,184
+277% +$3.34M 0.16% 65
2021
Q3 		$1.17M Buy
46,636
+432
+0.9% +$11K 0.05% 134
2021
Q2 		$1.2M Hold
46,204
– – 0.05% 135
2021
Q1 		$1.15M Buy
+46,204
New +$1.14M 0.05% 119
2019
Q4 		$804K Sell
42,540
-5,568
-12% -$101K 0.06% 117
2019
Q3 		$839K Buy
+48,108
New +$849K 0.07% 105

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $3.57M and leaving 858,257 shares worth $31M. The position accounts for 0.41% of the portfolio, ranked #38.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHA in Q3 2019 and has held it in 23 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 858,257 shares of Schwab U.S Small- Cap ETF worth $31M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 107,939 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.57M.
  • Schwab U.S Small- Cap ETF made up 0.41% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 23 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.