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 $818,966. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,467Holding current value
$818,966% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
411Shares Held
88MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA39.7MShares$1.51 Billion0.27% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA4.47MShares$171 Million0.11% of portfolio
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Savant Capital, LLC3.5MShares$133 Million1.22% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.35MShares$89.5 Million0.26% of portfolio
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Envestnet Asset Management Inc1.72MShares$65.8 Million0.02% of portfolio