CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has added 626,518 shares of $SCHA to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SCHA.
$SCHA Hedge Fund Activity
We have seen 513 institutional investors add shares of $SCHA stock to their portfolio, and 530 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF AMERICA CORP /DE/ removed 28,277,234 shares (-61.0%) from their portfolio in Q1 2025, for an estimated $662,535,592
- HORIZON FINANCIAL SERVICES, LLC added 5,644,519 shares (+2148.5%) to their portfolio in Q1 2025, for an estimated $132,251,080
- ENVESTNET ASSET MANAGEMENT INC removed 2,817,713 shares (-44.7%) from their portfolio in Q1 2025, for an estimated $66,019,015
- NATIXIS ADVISORS, LLC added 2,236,963 shares (+1165.9%) to their portfolio in Q1 2025, for an estimated $52,412,043
- ADVISORY ALPHA, LLC removed 2,192,346 shares (-51.8%) from their portfolio in Q1 2025, for an estimated $51,366,666
- STRATEGIC FINANCIAL CONCEPTS, LLC removed 2,094,344 shares (-94.7%) from their portfolio in Q1 2025, for an estimated $49,070,479
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 1,869,642 shares (+67.2%) to their portfolio in Q2 2025, for an estimated $47,301,942
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SCHA ticker page for more data.
