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	-11,618	Closed	-$325K	–	209
2025 Q1	$325K	Buy	+11,618	New	+$324K	0.01%	182
2014 Q3	–	Sell	-60,774	Closed	-$775K	–	79
2014 Q2	$775K	Sell	60,774 -45,648	-43%	-$572K	0.15%	65
2014 Q1	$1.31M	Sell	106,422 -53,238	-33%	-$639K	0.29%	50
2013 Q4	$1.95M	Sell	159,660 -19,293	-11%	-$228K	0.49%	39
2013 Q3	$2.01M	Sell	178,953 -72,864	-29%	-$822K	0.54%	35
2013 Q2	$2.75M	Buy	+251,817	New	+$2.76M	7.51%	3

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHD Position: Q2 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 11,618 shares — an estimated $325K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHD in Q2 2013 and held it in 6 quarters. The position peaked at $2.75M in Q2 2013. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,618 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $325K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and held it in 6 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Dividend Equity ETF position peaked at $2.75M in Q2 2013.
1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.