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 $3.66 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
144,688Holding current value
$3.66 Million% of portfolio
4.09%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,246Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio