CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,618
| Closed | -$325K | – | 209 |
|
|
2025
Q1 | $325K | Buy |
+11,618
| New | +$325K | 0.01% | 182 |
|
|
2014
Q3 | – | Sell |
-20,258
| Closed | -$775K | – | 79 |
|
|
2014
Q2 | $775K | Sell |
20,258
-15,216
| -43% | -$582K | 0.15% | 65 |
|
|
2014
Q1 | $1.31M | Sell |
35,474
-17,746
| -33% | -$654K | 0.29% | 50 |
|
|
2013
Q4 | $1.95M | Sell |
53,220
-6,431
| -11% | -$236K | 0.49% | 39 |
|
|
2013
Q3 | $2.01M | Sell |
59,651
-24,288
| -29% | -$817K | 0.54% | 35 |
|
|
2013
Q2 | $2.75M | Buy |
+83,939
| New | +$2.75M | 7.51% | 3 |
|