Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Intl Small Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 21,467 shares of SCHC stock, worth $938,966. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,467Holding current value
$938,966% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
482Shares Held
44MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.42MShares$150 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$102 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.79MShares$78.5 Million2.75% of portfolio
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Tiaa, Fsb St. Louis, MO1.68MShares$73.4 Million0.21% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA1.51MShares$66 Million0.04% of portfolio