CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
161,559
-6,176
| -4% | -$151K | 0.07% | 96 |
|
|
2025
Q1 | $4.08M | Sell |
167,735
-1,359
| -0.8% | -$33.1K | 0.08% | 86 |
|
|
2024
Q4 | $4.07M | Buy |
169,094
+4,470
| +3% | +$108K | 0.08% | 74 |
|
|
2024
Q3 | $4.03M | Buy |
164,624
+140
| +0.1% | +$3.43K | 0.09% | 75 |
|
|
2024
Q2 | $3.96M | Buy |
164,484
+1,182
| +0.7% | +$28.4K | 0.08% | 74 |
|
|
2024
Q1 | $3.94M | Buy |
163,302
+1,748
| +1% | +$42.1K | 0.09% | 73 |
|
|
2023
Q4 | $3.91M | Sell |
161,554
-1,670
| -1% | -$40.5K | 0.1% | 75 |
|
|
2023
Q3 | $3.91M | Buy |
163,224
+7,348
| +5% | +$176K | 0.11% | 67 |
|
|
2023
Q2 | $3.75M | Sell |
155,876
-3,908
| -2% | -$93.9K | 0.11% | 70 |
|
|
2023
Q1 | $3.9M | Sell |
159,784
-22,366
| -12% | -$546K | 0.12% | 69 |
|
|
2022
Q4 | $4.39M | Buy |
+182,150
| New | +$4.39M | 0.16% | 67 |
|
|
2022
Q3 | – | Sell |
-217,682
| Closed | -$5.35M | – | 151 |
|
|
2022
Q2 | $5.35M | Buy |
217,682
+16,050
| +8% | +$395K | 0.22% | 54 |
|
|
2022
Q1 | $4.99M | Buy |
+201,632
| New | +$4.99M | 0.18% | 62 |
|
|
2017
Q3 | – | Sell |
-24,946
| Closed | -$629K | – | 134 |
|
|
2017
Q2 | $629K | Sell |
24,946
-23,838
| -49% | -$601K | 0.07% | 116 |
|
|
2017
Q1 | $1.23M | Buy |
+48,784
| New | +$1.23M | 0.14% | 86 |
|
|
2016
Q3 | – | Sell |
-73,886
| Closed | -$1.88M | – | 131 |
|
|
2016
Q2 | $1.88M | Buy |
+73,886
| New | +$1.88M | 0.27% | 55 |
|