CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94M | Sell |
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|
2025
Q2 | $2.8M | Sell |
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|
2025
Q1 | $3.18M | Hold |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $4.41M | Sell |
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|
2024
Q2 | $4.15M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $3.85M | Sell |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.93M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $5.06M | Sell |
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|
2021
Q4 | $5.51M | Sell |
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|
2021
Q3 | $5.26M | Sell |
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|
2021
Q2 | $5.38M | Buy |
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|
2021
Q1 | $5.11M | Buy |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $832K | Sell |
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|
2020
Q2 | $912K | Buy |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $2.02M | Buy |
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