SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holding History (CIK: 0000944361)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 151,826 Value ($000) $4,972 Avg Close Range
Q3 2025
Shares 161,003 Value ($000) $5,373 Avg Close Range
Q2 2025
Shares 160,686 Value ($000) $4,843 Avg Close Range
Q1 2025
Shares 59,030 Value ($000) $1,627 Avg Close Range
Q4 2024
Shares 63,178 Value ($000) $1,682 Avg Close Range
Q3 2024
Shares 64,097 Value ($000) $1,870 Avg Close Range
Q2 2024
Shares 65,772 Value ($000) $1,747 Avg Close Range
Q1 2024
Shares 66,096 Value ($000) $1,669 Avg Close Range
Q4 2023
Shares 146,765 Value ($000) $3,638 Avg Close Range
Q3 2023
Shares 69,138 Value ($000) $1,655 Avg Close Range
Q2 2023
Shares 65,799 Value ($000) $1,621 Avg Close Range
Q1 2023
Shares 67,198 Value ($000) $1,648 Avg Close Range
Q4 2022
Shares 183,322 Value ($000) $4,339 Avg Close Range
Q2 2022
Shares 44,446 Value ($000) $1,128 Avg Close Range
Q1 2022
Shares 93,769 Value ($000) $2,604 Avg Close Range
Q4 2021
Shares 106,230 Value ($000) $3,147 Avg Close Range
Q3 2021
Shares 54,818 Value ($000) $1,671 Avg Close Range
Q2 2021
Shares 54,117 Value ($000) $1,779 Avg Close Range
Q1 2021
Shares 56,040 Value ($000) $1,781 Avg Close Range
Q4 2020
Shares 55,161 Value ($000) $1,691 Avg Close Range
Q3 2020
Shares 54,980 Value ($000) $1,471 Avg Close Range
Q2 2020
Shares 54,980 Value ($000) $1,339 Avg Close Range
Q4 2019
Shares 26,093 Value ($000) $714 Avg Close Range
Q3 2019
Shares 26,482 Value ($000) $666 Avg Close Range
Q2 2019
Shares 27,193 Value ($000) $714 Avg Close Range
Q1 2019
Shares 31,464 Value ($000) $818 Avg Close Range
Q4 2018
Shares 54,199 Value ($000) $1,275 Avg Close Range
Q4 2013
Shares 24,125 Value ($000) $593 Avg Close Range