CCWA
SCHR

CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32,276
Closed -$794K – 204
2022
Q4 		$794K Buy
+32,276
New +$794K 0.03% 146

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SCHR Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2023, closing a stake of 32,276 shares — an estimated $794K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHR in Q4 2022 and held it in 1 quarter. The position peaked at $794K in Q4 2022. 369 funds tracked by Wall St. Rank hold SCHR as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 32,276 Schwab Intermediately-Term US Treasury ETF shares in Q1 2023, an estimated $794K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $794K in Q4 2022.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.