Carlsbad Wealth Advisory Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 85,901 shares of SCHZ stock, worth $1.95 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
85,901Holding current value
$1.95 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio