Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Intl Eqty 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 Eqty stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 137,241 shares of SCHF stock, worth $2.65 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
137,241Holding current value
$2.65 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,296Shares Held
970MCall Options Held
80.7KPut Options Held
8.3K-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.5 Billion11.33% of portfolio
-
Northwestern Mutual Wealth Management CO155MShares$2.99 Billion5.68% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.57 Billion6.84% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.38 Billion11.16% of portfolio
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Wealthfront Advisers LLC50.6MShares$978 Million6.47% of portfolio