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 $3.9 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares
144,688
Holding current value
$3.9 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
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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