Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Intl Small 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 Intl Small stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 21,467 shares of SCHC stock, worth $764,439. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,467Holding current value
$764,439% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
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Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
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Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio