Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 24,430 shares of SCHE stock, worth $647,395. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,430Holding current value
$647,395% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
765Shares Held
236MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.26 Billion2.96% of portfolio
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Creative Planning Overland Park, KS23.3MShares$619 Million0.65% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$528 Million1.13% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$323 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio