Back to SCHW-PJ
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC → SCHW-PJ
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
51
Latest value
$5.2M
Q3 2026
Peak value
$73.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $62M |
| Q4 2025 | $3.4M |
| Q4 2025 | $51.1M |
| Q4 2025 | $20.7M |
| Q4 2025 | $3M |
| Q4 2025 | $21.7M |
| Q4 2025 | $5M |
| Q4 2025 | $488K |
| Q4 2025 | $15.5M |
| Q4 2025 | $21.9M |
| Q4 2025 | $3.7M |
| Q4 2025 | $5.7M |
| Q1 2026 | $64.5M |
| Q1 2026 | $3.4M |
| Q1 2026 | $36.8M |
| Q1 2026 | $20.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $28.1M |
| Q1 2026 | $6.4M |
| Q1 2026 | $609K |
| Q1 2026 | $16.3M |
| Q1 2026 | $21M |
| Q1 2026 | $5.9M |
| Q1 2026 | $5.9M |
| Q2 2026 | $73.2M |
| Q2 2026 | $4M |
| Q2 2026 | $31.5M |
| Q2 2026 | $23M |
| Q2 2026 | $850K |
| Q2 2026 | $31M |
| Q2 2026 | $7.2M |
| Q2 2026 | $710K |
| Q2 2026 | $322K |
| Q2 2026 | $18.6M |
| Q2 2026 | $20.2M |
| Q2 2026 | $5.7M |
| Q2 2026 | $5.7M |
| Q3 2026 | $72.5M |
| Q3 2026 | $4M |
| Q3 2026 | $32.6M |
| Q3 2026 | $20.8M |
| Q3 2026 | $750K |
| Q3 2026 | $29.5M |
| Q3 2026 | $7.2M |
| Q3 2026 | $723K |
| Q3 2026 | $326K |
| Q3 2026 | $16.8M |
| Q3 2026 | $18.5M |
| Q3 2026 | $3.1M |
| Q3 2026 | $5.4M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 207.4K | — | — |
| Q3 2026 | $5.4M | 225.8K | — | — |
| Q3 2026 | $3.1M | 129.1K | — | — |
| Q3 2026 | $18.5M | 836.9K | — | — |
| Q3 2026 | $16.8M | 611.7K | — | — |
| Q3 2026 | $326K | 10.3K | — | — |
| Q3 2026 | $723K | 13.5K | — | — |
| Q3 2026 | $7.2M | 197.9K | — | — |
| Q3 2026 | $29.5M | 904.9K | — | — |
| Q3 2026 | $750K | 22.0K | — | — |
| Q3 2026 | $20.8M | 624.2K | — | — |
| Q3 2026 | $32.6M | 908.4K | — | — |
| Q3 2026 | $4M | 133.5K | — | — |
| Q3 2026 | $72.5M | 2.47M | — | — |
| Q2 2026 | $5.7M | 215.5K | — | — |
| Q2 2026 | $5.7M | 234.6K | — | — |
| Q2 2026 | $20.2M | 872.4K | — | — |
| Q2 2026 | $18.6M | 671.3K | — | — |
| Q2 2026 | $322K | 10.3K | — | — |
| Q2 2026 | $710K | 13.5K | — | — |
| Q2 2026 | $7.2M | 199.1K | — | — |
| Q2 2026 | $31M | 858.3K | — | — |
| Q2 2026 | $850K | 23.1K | — | — |
| Q2 2026 | $23M | 661.5K | — | — |
| Q2 2026 | $31.5M | 931.4K | — | — |
| Q2 2026 | $4M | 135.5K | — | — |
| Q2 2026 | $73.2M | 2.53M | — | — |
| Q1 2026 | $5.9M | 220.4K | — | — |
| Q1 2026 | $5.9M | 245.0K | — | — |
| Q1 2026 | $21M | 905.0K | — | — |
| Q1 2026 | $16.3M | 657.7K | — | — |
| Q1 2026 | $609K | 12.5K | — | — |
| Q1 2026 | $6.4M | 195.0K | — | — |
| Q1 2026 | $28.1M | 966.2K | — | — |
| Q1 2026 | $1.9M | 59.9K | — | — |
| Q1 2026 | $20.8M | 681.4K | — | — |
| Q1 2026 | $36.8M | 1.26M | — | — |
| Q1 2026 | $3.4M | 134.1K | — | — |
| Q1 2026 | $64.5M | 2.57M | — | — |
| Q4 2025 | $5.7M | 213.9K | — | — |
| Q4 2025 | $3.7M | 153.1K | — | — |
| Q4 2025 | $21.9M | 935.9K | — | — |
| Q4 2025 | $15.5M | 642.8K | — | — |
| Q4 2025 | $488K | 10.8K | — | — |
| Q4 2025 | $5M | 151.8K | — | — |
| Q4 2025 | $21.7M | 762.9K | — | — |
| Q4 2025 | $3M | 101.1K | — | — |
| Q4 2025 | $20.7M | 697.7K | — | — |
| Q4 2025 | $51.1M | 1.57M | — | — |
| Q4 2025 | $3.4M | 127.7K | — | — |
| Q4 2025 | $62M | 2.36M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B