CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SCHA Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 827,634.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $20.94 Mil. This investment constitutes 0.35% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.12% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2019Q3. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 12 purchases of SCHA, at an average price of $29.80, for a total of 1.09 Mil shares. In addition, there have been 8 sales at an average price of $43.10 for 259,944.00 shares. Based on historical transaction data and SCHA's current price of $26.20, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his SCHA holdings is $473,629.54, reflecting a 1.46% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SCHA ($26.20) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SCHA ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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