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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$325K Buy
2014
Q3 		– Sell
2014
Q2 		$775K Sell
2014
Q1 		$1.31M Sell
2013
Q4 		$1.95M Sell
2013
Q3 		$2.01M Sell
2013
Q2 		$2.75M Buy