Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Emergin 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 Us Emergin stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 24,430 shares of SCHE stock, worth $645,684. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,430Holding current value
$645,684% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
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Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
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High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$84.8 Million3.96% of portfolio