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 $7.44 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
144,688Holding current value
$7.44 Million% of portfolio
4.09%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,117Shares Held
226MCall Options Held
56KPut Options Held
18.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.93 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
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Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$443 Million0.1% of portfolio