CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$850K	Sell	23,058 -36,814	-61%	-$1.27M	0.01%	208
2026 Q1	$1.85M	Sell	59,872 -41,211	-41%	-$1.31M	0.03%	150
2025 Q4	$3.04M	Buy	101,083 +1,792	+2%	+$53.4K	0.05%	107
2025 Q3	$2.94M	Sell	99,291 -578	-0.6%	-$16.8K	0.05%	106
2025 Q2	$2.8M	Sell	99,869 -21,432	-18%	-$565K	0.05%	108
2025 Q1	$3.18M	Hold	121,301	–	–	0.06%	98
2024 Q4	$3.36M	Sell	121,301 -37,879	-24%	-$1.08M	0.07%	79
2024 Q3	$4.41M	Sell	159,180 -930	-0.6%	-$24.7K	0.1%	70
2024 Q2	$4.15M	Sell	160,110 -7,821	-5%	-$205K	0.09%	72
2024 Q1	$4.56M	Sell	167,931 -312	-0.2%	-$7.96K	0.1%	68
2023 Q4	$4.22M	Sell	168,243 -2,628	-2%	-$60.2K	0.11%	73
2023 Q3	$3.85M	Sell	170,871 -5,682	-3%	-$135K	0.11%	68
2023 Q2	$4.18M	Sell	176,553 -321	-0.2%	-$7.23K	0.12%	66
2023 Q1	$4M	Sell	176,874 -2,625	-1%	-$60.5K	0.12%	68
2022 Q4	$3.93M	Buy	+179,499	New	+$3.93M	0.15%	71
2022 Q3	–	Sell	-199,428	Closed	-$4.17M	–	150
2022 Q2	$4.17M	Sell	199,428 -513	-0.3%	-$11.8K	0.17%	58
2022 Q1	$5.06M	Sell	199,941 -5,685	-3%	-$142K	0.18%	61
2021 Q4	$5.51M	Sell	205,626 -369	-0.2%	-$9.84K	0.2%	57
2021 Q3	$5.26M	Sell	205,995 -42	-0%	-$1.1K	0.21%	56
2021 Q2	$5.38M	Buy	206,037 +3	+0%	+$77	0.22%	55
2021 Q1	$5.11M	Buy	206,034 +161,331	+361%	+$3.91M	0.24%	53
2020 Q4	$1.02M	Sell	44,703 -309	-0.7%	-$6.44K	0.05%	115
2020 Q3	$832K	Sell	45,012 -6,984	-13%	-$129K	0.05%	122
2020 Q2	$912K	Buy	+51,996	New	+$847K	0.06%	115
2019 Q4	$1.85M	Sell	92,406 -14,895	-14%	-$288K	0.15%	79
2019 Q3	$2.02M	Buy	+107,301	New	+$2.03M	0.18%	68

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 61% in Q2 2026, selling an estimated $1.27M and leaving 23,058 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #208.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHM in Q3 2019 and has held it in 26 quarters since. The position peaked at $5.51M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 23,058 shares of Schwab US Mid-Cap ETF worth $850K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 36,814 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.27M.
Schwab US Mid-Cap ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #208 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $5.51M in Q4 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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