Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 144,688 shares of SCHA stock, worth $3.81 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
144,688
Holding current value
$3.81 Million
% of portfolio
4.09%

Shares

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

Jul 27, 2023
BUY
$39.91 - $43.82 $5.77 Million - $6.34 Million
144,688 New
144,688 $6.34 Billion

Others Institutions Holding SCHA

# of Institutions
1,271
Shares Held
251M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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