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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC on SCHZ, newest first. How the timeline and the estimate are built.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 836,926 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 836,926 shares
    Change vs previous 13F -35,520 shares

    0.24% of the 13F portfolio, value $18,496,067.

    13F-HR 0000944361-26-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 872,446 shares
    Change vs previous 13F -32,580 shares

    0.27% of the 13F portfolio, value $20,179,668.

    13F-HR 0000944361-26-000006 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 905,026 shares
    Change vs previous 13F -30,888 shares

    0.31% of the 13F portfolio, value $21,014,694.

    13F-HR 0000944361-26-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 935,914 shares
    Change vs previous 13F -68,168 shares

    0.33% of the 13F portfolio, value $21,872,312.

    13F-HR 0000944361-26-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,004,082 shares
    Change vs previous 13F +13,444 shares

    0.37% of the 13F portfolio, value $23,565,800.

    13F-HR 0000944361-25-000007 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 990,638 shares
    Change vs previous 13F -28,529 shares

    0.39% of the 13F portfolio, value $23,022,434.

    13F-HR 0000944361-25-000005 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,019,167 shares
    Change vs previous 13F -28,374 shares

    0.44% of the 13F portfolio, value $23,603,912.

    13F-HR 0000944361-25-000004 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,047,541 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $23,779,175.

    13F-HR 0000944361-25-000001 filed by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).