CCWA
SCHC icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,068
Closed -$293K – 273
2021
Q3 		$293K Buy
7,068
+132
+2% +$5.61K 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 +$1.8M 0.16% 79
2016
Q1 		– Sell
-30,903
Closed -$891K – 114
2015
Q4 		$891K Sell
30,903
-3,785
-11% -$112K 0.15% 76
2015
Q3 		$990K Sell
34,688
-13,586
-28% -$407K 0.19% 72
2015
Q2 		$1.51M Sell
48,274
-19,367
-29% -$616K 0.3% 45
2015
Q1 		$2.04M Sell
67,641
-7,724
-10% -$229K 0.45% 34
2014
Q4 		$2.17M Buy
75,365
+19,640
+35% +$587K 0.47% 31
2014
Q3 		$1.75M Buy
+55,725
New +$1.85M 0.37% 39

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHC Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2021, closing a stake of 7,068 shares — an estimated $293K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHC in Q3 2014 and held it in 9 quarters. The position peaked at $2.17M in Q4 2014. 367 funds tracked by Wall St. Rank hold SCHC as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 7,068 Schwab International Small-Cap Equity ETF shares in Q4 2021, an estimated $293K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2014 and held it in 9 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.17M in Q4 2014.
  • 367 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.