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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
671,323
+13,665
+2% +$368K 0.24% 49
2026
Q1 		$16.3M Buy
657,658
+14,849
+2% +$378K 0.24% 50
2025
Q4 		$15.5M Sell
642,809
-7,946
-1% -$189K 0.23% 51
2025
Q3 		$15.1M Sell
650,755
-3,000
-0.5% -$67.8K 0.24% 51
2025
Q2 		$14.4M Sell
653,755
-67,722
-9% -$1.41M 0.24% 55
2025
Q1 		$14.3M Sell
721,477
-196,589
-21% -$3.86M 0.27% 55
2024
Q4 		$17M Buy
918,066
+25,102
+3% +$490K 0.33% 46
2024
Q3 		$18.4M Buy
892,964
+11,560
+1% +$229K 0.42% 42
2024
Q2 		$16.9M Buy
881,404
+22,054
+3% +$427K 0.36% 45
2024
Q1 		$16.8M Buy
859,350
+23,196
+3% +$434K 0.38% 43
2023
Q4 		$15.5M Sell
836,154
-57,302
-6% -$994K 0.38% 45
2023
Q3 		$15.2M Buy
893,456
+18,918
+2% +$334K 0.42% 41
2023
Q2 		$15.6M Sell
874,538
-24,286
-3% -$431K 0.44% 44
2023
Q1 		$15.6M Sell
898,824
-367,174
-29% -$6.29M 0.46% 42
2022
Q4 		$20.4M Buy
+1,265,998
New +$19.8M 0.76% 34
2022
Q3 		– Sell
-869,746
Closed -$13.7M – 148
2022
Q2 		$13.7M Sell
869,746
-112,074
-11% -$1.91M 0.57% 37
2022
Q1 		$18M Buy
981,820
+292,074
+42% +$5.43M 0.64% 37
2021
Q4 		$13.4M Buy
689,746
+59,774
+9% +$1.17M 0.49% 39
2021
Q3 		$12.2M Buy
629,972
+1,048
+0.2% +$20.8K 0.48% 40
2021
Q2 		$12.4M Sell
628,924
-4,902
-0.8% -$96.9K 0.51% 37
2021
Q1 		$11.9M Sell
633,826
-24,556
-4% -$458K 0.56% 35
2020
Q4 		$11.9M Sell
658,382
-6,878
-1% -$116K 0.58% 38
2020
Q3 		$10.4M Sell
665,260
-10,510
-2% -$165K 0.59% 38
2020
Q2 		$10.1M Buy
+675,770
New +$9.5M 0.61% 38
2019
Q4 		$4.42M Sell
262,692
-5,312
-2% -$87.4K 0.35% 42
2019
Q3 		$4.27M Buy
268,004
+65,946
+33% +$1.04M 0.37% 43
2019
Q2 		$3.24M Sell
202,058
-21,638
-10% -$342K 0.33% 50
2019
Q1 		$3.5M Sell
223,696
-858,244
-79% -$13.1M 0.38% 38
2018
Q4 		$15.3M Buy
1,081,940
+896,430
+483% +$13.7M 1.53% 19
2018
Q3 		$3.11M Buy
185,510
+6,738
+4% +$112K 0.29% 50
2018
Q2 		$2.95M Sell
178,772
-25,414
-12% -$432K 0.29% 53
2018
Q1 		$3.44M Sell
204,186
-523,056
-72% -$9.01M 0.34% 43
2017
Q4 		$12.4M Buy
727,242
+64,676
+10% +$1.1M 1.27% 20
2017
Q3 		$11.1M Buy
662,566
+44,944
+7% +$733K 1.17% 24
2017
Q2 		$9.81M Buy
617,622
+38,720
+7% +$601K 1.1% 25
2017
Q1 		$8.65M Sell
578,902
-286,152
-33% -$4.16M 0.97% 24
2016
Q4 		$12M Buy
865,054
+145,940
+20% +$2.05M 1.37% 20
2016
Q3 		$10.4M Buy
719,114
+174,806
+32% +$2.47M 1.26% 24
2016
Q2 		$7.38M Buy
544,308
+12,954
+2% +$177K 1.07% 20
2016
Q1 		$7.2M Sell
531,354
-260,988
-33% -$3.39M 1.13% 18
2015
Q4 		$10.9M Buy
792,342
+142,262
+22% +$2.04M 1.83% 15
2015
Q3 		$8.9M Sell
650,080
-335,546
-34% -$4.93M 1.67% 16
2015
Q2 		$15M Sell
985,626
-220,460
-18% -$3.46M 3% 8
2015
Q1 		$18.2M Sell
1,206,086
-93,434
-7% -$1.39M 4.06% 6
2014
Q4 		$18.8M Buy
1,299,520
+97,596
+8% +$1.47M 4.07% 6
2014
Q3 		$18.6M Buy
1,201,924
+155,090
+15% +$2.51M 3.98% 6
2014
Q2 		$17.3M Buy
1,046,834
+184,278
+21% +$2.97M 3.4% 7
2014
Q1 		$13.6M Buy
862,556
+207,040
+32% +$3.2M 3% 8
2013
Q4 		$10.3M Buy
655,516
+38,516
+6% +$599K 2.59% 10
2013
Q3 		$9.38M Buy
617,000
+399,646
+184% +$5.84M 2.54% 9
2013
Q2 		$2.96M Buy
+217,354
New +$3.08M 8.1% 2

Other funds holding SCHF

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 2.1% in Q2 2026, buying an estimated $368K and bringing the position to 671,323 shares worth $18.6M. The position accounts for 0.24% of the portfolio, ranked #49.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHF in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.4M in Q4 2022. 348 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 671,323 shares of Schwab International Equity ETF worth $18.6M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 13,665 Schwab International Equity ETF shares in Q2 2026, an estimated $368K.
  • Schwab International Equity ETF made up 0.24% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 51 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab International Equity ETF position peaked at $20.4M in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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