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

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.99M Buy
135,525
+1,473
+1% +$42.1K 0.05% 112
2026
Q1 		$3.44M Buy
134,052
+6,334
+5% +$170K 0.05% 112
2025
Q4 		$3.44M Buy
127,718
+2,430
+2% +$64.9K 0.05% 104
2025
Q3 		$3.3M Buy
125,288
+2,045
+2% +$51.9K 0.05% 102
2025
Q2 		$3.01M Sell
123,243
-3,942
-3% -$89.1K 0.05% 104
2025
Q1 		$2.81M Sell
127,185
-12,272
-9% -$286K 0.05% 101
2024
Q4 		$3.23M Buy
139,457
+20,255
+17% +$472K 0.06% 84
2024
Q3 		$2.7M Sell
119,202
-1,035
-0.9% -$22.6K 0.06% 96
2024
Q2 		$2.58M Sell
120,237
-420
-0.3% -$8.68K 0.06% 96
2024
Q1 		$2.5M Sell
120,657
-8,142
-6% -$160K 0.06% 92
2023
Q4 		$2.42M Buy
128,799
+2,238
+2% +$39.3K 0.06% 91
2023
Q3 		$2.13M Sell
126,561
-3,108
-2% -$54.5K 0.06% 91
2023
Q2 		$2.26M Sell
129,669
-9,735
-7% -$161K 0.06% 93
2023
Q1 		$2.25M Sell
139,404
-191,235
-58% -$3.01M 0.07% 95
2022
Q4 		$4.98M Buy
+330,639
New +$5M 0.19% 64
2022
Q3 		– Sell
-120,504
Closed -$1.79M – 153
2022
Q2 		$1.79M Buy
120,504
+53,133
+79% +$861K 0.07% 107
2022
Q1 		$1.21M Buy
+67,371
New +$1.19M 0.04% 131
2021
Q4 		– Sell
-60,636
Closed -$1.05M – 274
2021
Q3 		$1.05M Buy
60,636
+1,632
+3% +$29.1K 0.04% 143
2021
Q2 		$1.02M Buy
+59,004
New +$996K 0.04% 148
2021
Q1 		– Sell
-79,926
Closed -$1.21M – 175
2020
Q4 		$1.21M Sell
79,926
-15,054
-16% -$215K 0.06% 109
2020
Q3 		$1.28M Sell
94,980
-60
-0.1% -$797 0.07% 103
2020
Q2 		$1.17M Buy
+95,040
New +$1.11M 0.07% 103
2019
Q4 		$2.65M Sell
206,814
-29,286
-12% -$359K 0.21% 66
2019
Q3 		$2.79M Buy
236,100
+109,806
+87% +$1.29M 0.24% 58
2019
Q2 		$1.48M Sell
126,294
-2,010
-2% -$23.1K 0.15% 69
2019
Q1 		$1.45M Sell
128,304
-29,094
-18% -$315K 0.16% 66
2018
Q4 		$1.57M Buy
157,398
+75,546
+92% +$811K 0.16% 81
2018
Q3 		$949K Sell
81,852
-5,310
-6% -$60.4K 0.09% 89
2018
Q2 		$944K Sell
87,162
-1,230
-1% -$13.3K 0.09% 90
2018
Q1 		$929K Sell
88,392
-3,048
-3% -$33.2K 0.09% 93
2017
Q4 		$972K Sell
91,440
-10,410
-10% -$108K 0.1% 86
2017
Q3 		$1.02M Sell
101,850
-53,652
-35% -$527K 0.11% 92
2017
Q2 		$1.5M Buy
155,502
+144
+0.1% +$1.37K 0.17% 73
2017
Q1 		$1.46M Buy
155,358
+36,504
+31% +$337K 0.16% 76
2016
Q4 		$1.05M Sell
118,854
-1,872
-2% -$16.3K 0.12% 86
2016
Q3 		$1.04M Sell
120,726
-48,930
-29% -$420K 0.13% 86
2016
Q2 		$1.41M Sell
169,656
-21,528
-11% -$177K 0.2% 65
2016
Q1 		$1.56M Sell
191,184
-6,144
-3% -$47.4K 0.24% 60
2015
Q4 		$1.6M Sell
197,328
-39,930
-17% -$326K 0.27% 62
2015
Q3 		$1.81M Sell
237,258
-28,146
-11% -$228K 0.34% 50
2015
Q2 		$2.18M Sell
265,404
-38,994
-13% -$327K 0.44% 36
2015
Q1 		$2.52M Sell
304,398
-6,240
-2% -$51.4K 0.56% 29
2014
Q4 		$2.54M Sell
310,638
-47,658
-13% -$381K 0.55% 27
2014
Q3 		$2.81M Sell
358,296
-149,376
-29% -$1.18M 0.6% 29
2014
Q2 		$3.96M Sell
507,672
-23,130
-4% -$175K 0.78% 30
2014
Q1 		$3.96M Sell
530,802
-65,040
-11% -$476K 0.87% 29
2013
Q4 		$4.38M Sell
595,842
-103,020
-15% -$726K 1.1% 27
2013
Q3 		$4.68M Buy
698,862
+559,074
+400% +$3.73M 1.27% 24
2013
Q2 		$890K Buy
+139,788
New +$894K 2.44% 14

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, buying an estimated $42.1K and bringing the position to 135,525 shares worth $3.99M. The position accounts for 0.05% of the portfolio, ranked #112.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHX in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.98M in Q4 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 135,525 shares of Schwab US Large- Cap ETF worth $3.99M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,473 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $42.1K.
  • Schwab US Large- Cap ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 49 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Large- Cap ETF position peaked at $4.98M in Q4 2022.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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