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 $979,753. This represents 0.47% of its overall portfolio holdings.
Number of Shares
21,467Holding current value
$979,753% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding SCHC
# of Institutions
496Shares Held
76.3MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio