CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.1M | Sell |
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2025
Q2 | $14.4M | Sell |
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2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $18.4M | Buy |
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|
2024
Q2 | $16.9M | Buy |
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|
2024
Q1 | $16.8M | Buy |
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|
2023
Q4 | $15.5M | Sell |
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|
2023
Q3 | $15.2M | Buy |
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|
2023
Q2 | $15.6M | Sell |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $20.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $13.7M | Sell |
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|
2022
Q1 | $18M | Buy |
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|
2021
Q4 | $13.4M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $12.4M | Sell |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $10.4M | Sell |
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|
2020
Q2 | $10.1M | Buy |
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|
2019
Q4 | $4.42M | Sell |
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|
2019
Q3 | $4.27M | Buy |
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|
2019
Q2 | $3.24M | Sell |
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|
2019
Q1 | $3.5M | Sell |
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|
2018
Q4 | $15.3M | Buy |
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|
2018
Q3 | $3.11M | Buy |
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|
2018
Q2 | $2.95M | Sell |
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|
2018
Q1 | $3.44M | Sell |
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|
2017
Q4 | $12.4M | Buy |
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|
2017
Q3 | $11.1M | Buy |
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|
2017
Q2 | $9.81M | Buy |
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|
2017
Q1 | $8.65M | Sell |
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|
2016
Q4 | $12M | Buy |
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|
2016
Q3 | $10.4M | Buy |
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|
2016
Q2 | $7.38M | Buy |
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|
2016
Q1 | $7.2M | Sell |
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|
2015
Q4 | $10.9M | Buy |
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|
2015
Q3 | $8.9M | Sell |
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|
2015
Q2 | $15M | Sell |
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|
2015
Q1 | $18.2M | Sell |
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|
2014
Q4 | $18.8M | Buy |
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|
2014
Q3 | $18.6M | Buy |
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|
2014
Q2 | $17.3M | Buy |
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|
2014
Q1 | $13.6M | Buy |
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|
2013
Q4 | $10.3M | Buy |
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|
2013
Q3 | $9.38M | Buy |
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|
2013
Q2 | $2.96M | Buy |
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