CCWA
SCHH icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,775
Closed -$219K – 184
2024
Q1 		$219K Buy
+10,775
New +$216K 0.01% 178
2022
Q2 		– Sell
-29,920
Closed -$745K – 192
2022
Q1 		$745K Hold
29,920
– – 0.03% 157
2021
Q4 		$788K Sell
29,920
-170
-0.6% -$4.19K 0.03% 134
2021
Q3 		$687K Buy
30,090
+218
+0.7% +$5.2K 0.03% 183
2021
Q2 		$684K Buy
29,872
+18
+0.1% +$400 0.03% 190
2021
Q1 		$613K Buy
29,854
+242
+0.8% +$4.73K 0.03% 143
2020
Q4 		$562K Buy
29,612
+66
+0.2% +$1.22K 0.03% 138
2020
Q3 		$523K Sell
29,546
-1,852
-6% -$33.3K 0.03% 138
2020
Q2 		$553K Buy
+31,398
New +$545K 0.03% 137
2019
Q1 		– Sell
-64,720
Closed -$1.25M – 138
2018
Q4 		$1.25M Buy
+64,720
New +$1.32M 0.12% 90

Other funds holding SCHH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHH Position: Q2 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 10,775 shares — an estimated $219K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHH in Q4 2018 and held it in 10 quarters. The position peaked at $1.25M in Q4 2018. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,775 Schwab US REIT ETF shares in Q2 2024, an estimated $219K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US REIT ETF in Q4 2018 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US REIT ETF position peaked at $1.25M in Q4 2018.
  • 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.