Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 260,219 shares of SCHV stock, worth $6.79 Million. This represents 11.26% of its overall portfolio holdings.

Number of Shares
260,219
Holding current value
$6.79 Million
% of portfolio
11.26%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
BUY
$63.33 - $67.21 $16.5 Million - $17.5 Million
260,219 New
260,219 $17.5 Billion

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Carlsbad Wealth Advisory Group, Inc. Portfolio

Follow Carlsbad Wealth Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlsbad Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carlsbad Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email