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CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2M Sell
872,446
-32,580
-4% -$754K 0.27% 47
2026
Q1 		$21M Sell
905,026
-30,888
-3% -$723K 0.31% 46
2025
Q4 		$21.9M Sell
935,914
-68,168
-7% -$1.6M 0.33% 42
2025
Q3 		$23.6M Buy
1,004,082
+13,444
+1% +$312K 0.37% 39
2025
Q2 		$23M Sell
990,638
-28,529
-3% -$655K 0.39% 41
2025
Q1 		$23.6M Sell
1,019,167
-28,374
-3% -$650K 0.44% 40
2024
Q4 		$23.8M Buy
1,047,541
+41,071
+4% +$949K 0.46% 36
2024
Q3 		$23.9M Sell
1,006,470
-11,636
-1% -$272K 0.55% 36
2024
Q2 		$23.2M Buy
1,018,106
+7,400
+0.7% +$168K 0.5% 36
2024
Q1 		$23.2M Sell
1,010,706
-13,026
-1% -$300K 0.53% 35
2023
Q4 		$23.9M Buy
1,023,732
+49,810
+5% +$1.11M 0.59% 35
2023
Q3 		$21.5M Buy
973,922
+96,798
+11% +$2.19M 0.6% 34
2023
Q2 		$20.2M Sell
877,124
-28,424
-3% -$661K 0.57% 37
2023
Q1 		$21.2M Sell
905,548
-386,742
-30% -$9M 0.63% 38
2022
Q4 		$29.5M Buy
+1,292,290
New +$29.4M 1.1% 25
2022
Q3 		– Sell
-1,026,588
Closed -$24.6M – 154
2022
Q2 		$24.6M Buy
1,026,588
+37,912
+4% +$918K 1.02% 28
2022
Q1 		$25M Sell
988,676
-27,424
-3% -$712K 0.89% 31
2021
Q4 		$27.4M Buy
1,016,100
+4,062
+0.4% +$110K 1% 28
2021
Q3 		$27.5M Buy
1,012,038
+17,844
+2% +$489K 1.08% 28
2021
Q2 		$27.1M Sell
994,194
-75,986
-7% -$2.06M 1.11% 26
2021
Q1 		$28.9M Buy
1,070,180
+112,582
+12% +$3.09M 1.36% 21
2020
Q4 		$26.8M Buy
957,598
+17,216
+2% +$481K 1.32% 24
2020
Q3 		$26.4M Buy
940,382
+45,458
+5% +$1.28M 1.49% 21
2020
Q2 		$25.2M Buy
+894,924
New +$24.9M 1.53% 20
2019
Q4 		$25.2M Buy
942,384
+112,934
+14% +$3.03M 2% 13
2019
Q3 		$22.3M Buy
829,450
+132,298
+19% +$3.54M 1.95% 15
2019
Q2 		$18.5M Buy
697,152
+52,522
+8% +$1.37M 1.85% 14
2019
Q1 		$16.7M Sell
644,630
-285,910
-31% -$7.29M 1.83% 15
2018
Q4 		$23.5M Buy
930,540
+300,438
+48% +$7.5M 2.34% 15
2018
Q3 		$15.8M Buy
630,102
+51,226
+9% +$1.29M 1.48% 18
2018
Q2 		$14.7M Sell
578,876
-19,864
-3% -$502K 1.43% 17
2018
Q1 		$15.3M Buy
598,740
+58,660
+11% +$1.5M 1.53% 18
2017
Q4 		$14.1M Buy
540,080
+101,760
+23% +$2.65M 1.44% 18
2017
Q3 		$11.5M Buy
438,320
+79,574
+22% +$2.09M 1.21% 22
2017
Q2 		$9.37M Buy
358,746
+49,800
+16% +$1.3M 1.05% 27
2017
Q1 		$8M Sell
308,946
-29,596
-9% -$764K 0.9% 25
2016
Q4 		$8.72M Buy
338,542
+84,762
+33% +$2.22M 1% 29
2016
Q3 		$6.81M Buy
253,780
+39,994
+19% +$1.07M 0.83% 30
2016
Q2 		$5.74M Buy
213,786
+32,714
+18% +$867K 0.83% 24
2016
Q1 		$4.78M Buy
181,072
+38,660
+27% +$1.01M 0.75% 27
2015
Q4 		$3.67M Buy
142,412
+112,568
+377% +$2.92M 0.62% 36
2015
Q3 		$778K Sell
29,844
-11,030
-27% -$286K 0.15% 85
2015
Q2 		$1.06M Buy
40,874
+13,932
+52% +$364K 0.21% 63
2015
Q1 		$713K Buy
+26,942
New +$711K 0.16% 70

Other funds holding SCHZ

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AFP
Arnold Financial Planning Hiawatha, Iowa $134M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.6% in Q2 2026, selling an estimated $754K and leaving 872,446 shares worth $20.2M. The position accounts for 0.27% of the portfolio, ranked #47.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SCHZ in Q1 2015 and has held it in 44 quarters since. The position peaked at $29.5M in Q4 2022. 163 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 872,446 shares of Schwab US Aggregate Bond ETF worth $20.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 32,580 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $754K.
  • Schwab US Aggregate Bond ETF made up 0.27% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2015 and has held it in 44 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $29.5M in Q4 2022.
  • 163 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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