CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
225,788
-9,876
| -4% | -$263K | 0.1% | 78 |
|
|
2025
Q1 | $6.34M | Buy |
235,664
+1,805
| +0.8% | +$48.5K | 0.12% | 73 |
|
|
2024
Q4 | $6.04M | Buy |
233,859
+120,690
| +107% | +$3.12M | 0.12% | 64 |
|
|
2024
Q3 | $6.07M | Buy |
113,169
+706
| +0.6% | +$37.9K | 0.14% | 64 |
|
|
2024
Q2 | $5.85M | Buy |
112,463
+454
| +0.4% | +$23.6K | 0.13% | 62 |
|
|
2024
Q1 | $5.84M | Buy |
112,009
+1,329
| +1% | +$69.3K | 0.13% | 59 |
|
|
2023
Q4 | $5.78M | Buy |
110,680
+353
| +0.3% | +$18.4K | 0.14% | 64 |
|
|
2023
Q3 | $5.57M | Buy |
110,327
+6,880
| +7% | +$347K | 0.16% | 59 |
|
|
2023
Q2 | $5.42M | Sell |
103,447
-3,858
| -4% | -$202K | 0.15% | 60 |
|
|
2023
Q1 | $5.75M | Sell |
107,305
-8,959
| -8% | -$480K | 0.17% | 59 |
|
|
2022
Q4 | $6.02M | Sell |
116,264
-2,425
| -2% | -$126K | 0.22% | 58 |
|
|
2022
Q3 | $6.15M | Sell |
118,689
-18,979
| -14% | -$983K | 0.76% | 23 |
|
|
2022
Q2 | $7.68M | Buy |
137,668
+11,825
| +9% | +$660K | 0.32% | 44 |
|
|
2022
Q1 | $7.64M | Buy |
+125,843
| New | +$7.64M | 0.27% | 54 |
|