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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.22M Buy
199,126
+4,153
+2% +$148K 0.09% 81
2026
Q1 		$6.42M Buy
194,973
+43,147
+28% +$1.47M 0.09% 82
2025
Q4 		$4.97M Sell
151,826
-9,177
-6% -$306K 0.08% 90
2025
Q3 		$5.37M Buy
161,003
+317
+0.2% +$9.99K 0.08% 85
2025
Q2 		$4.84M Buy
160,686
+101,656
+172% +$2.88M 0.08% 85
2025
Q1 		$1.63M Sell
59,030
-4,148
-7% -$114K 0.03% 133
2024
Q4 		$1.68M Sell
63,178
-919
-1% -$25.9K 0.03% 125
2024
Q3 		$1.87M Sell
64,097
-1,675
-3% -$45.3K 0.04% 121
2024
Q2 		$1.75M Sell
65,772
-324
-0.5% -$8.45K 0.04% 117
2024
Q1 		$1.67M Sell
66,096
-80,669
-55% -$1.98M 0.04% 113
2023
Q4 		$3.64M Buy
146,765
+77,627
+112% +$1.87M 0.09% 76
2023
Q3 		$1.66M Buy
69,138
+3,339
+5% +$82.7K 0.05% 106
2023
Q2 		$1.62M Sell
65,799
-1,399
-2% -$34.2K 0.05% 115
2023
Q1 		$1.65M Sell
67,198
-116,124
-63% -$2.88M 0.05% 113
2022
Q4 		$4.34M Buy
+183,322
New +$4.27M 0.16% 69
2022
Q3 		– Sell
-44,446
Closed -$1.13M – 147
2022
Q2 		$1.13M Sell
44,446
-49,323
-53% -$1.29M 0.05% 128
2022
Q1 		$2.6M Sell
93,769
-12,461
-12% -$361K 0.09% 90
2021
Q4 		$3.15M Buy
106,230
+51,412
+94% +$1.57M 0.11% 74
2021
Q3 		$1.67M Buy
54,818
+701
+1% +$21.9K 0.07% 110
2021
Q2 		$1.78M Sell
54,117
-1,923
-3% -$62.4K 0.07% 111
2021
Q1 		$1.78M Buy
56,040
+879
+2% +$28.6K 0.08% 103
2020
Q4 		$1.69M Buy
55,161
+181
+0.3% +$5.25K 0.08% 96
2020
Q3 		$1.47M Hold
54,980
– – 0.08% 97
2020
Q2 		$1.34M Buy
+54,980
New +$1.25M 0.08% 95
2019
Q4 		$714K Sell
26,093
-389
-1% -$10.3K 0.06% 124
2019
Q3 		$666K Sell
26,482
-711
-3% -$18.1K 0.06% 115
2019
Q2 		$714K Sell
27,193
-4,271
-14% -$111K 0.07% 88
2019
Q1 		$818K Sell
31,464
-22,735
-42% -$576K 0.09% 82
2018
Q4 		$1.27M Buy
+54,199
New +$1.31M 0.13% 89
2014
Q1 		– Sell
-24,125
Closed -$593K – 79
2013
Q4 		$593K Buy
+24,125
New +$606K 0.15% 64

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHE Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 2.1% in Q2 2026, buying an estimated $148K and bringing the position to 199,126 shares worth $7.22M. The position accounts for 0.09% of the portfolio, ranked #81.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHE in Q4 2013 and has held it in 30 quarters since. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 199,126 shares of Schwab Emerging Markets Equity ETF worth $7.22M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 4,153 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $148K.
  • Schwab Emerging Markets Equity ETF made up 0.09% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2013 and has held it in 30 quarters since.
  • 892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.