CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,068
| Closed | -$293K | – | 273 |
|
|
2021
Q3 | $293K | Buy |
7,068
+132
| +2% | +$5.47K | 0.01% | 271 |
|
|
2021
Q2 | $289K | Buy |
+6,936
| New | +$289K | 0.01% | 273 |
|
|
2019
Q1 | – | Sell |
-56,514
| Closed | -$1.65M | – | 137 |
|
|
2018
Q4 | $1.65M | Buy |
+56,514
| New | +$1.65M | 0.16% | 79 |
|
|
2016
Q1 | – | Sell |
-30,903
| Closed | -$891K | – | 114 |
|
|
2015
Q4 | $891K | Sell |
30,903
-3,785
| -11% | -$109K | 0.15% | 76 |
|
|
2015
Q3 | $990K | Sell |
34,688
-13,586
| -28% | -$388K | 0.19% | 72 |
|
|
2015
Q2 | $1.51M | Sell |
48,274
-19,367
| -29% | -$606K | 0.3% | 45 |
|
|
2015
Q1 | $2.04M | Sell |
67,641
-7,724
| -10% | -$233K | 0.45% | 34 |
|
|
2014
Q4 | $2.17M | Buy |
75,365
+19,640
| +35% | +$567K | 0.47% | 31 |
|
|
2014
Q3 | $1.75M | Buy |
+55,725
| New | +$1.75M | 0.37% | 39 |
|