Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Intl Eqty 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 Eqty stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 137,241 shares of SCHF stock, worth $2.74 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
137,241Holding current value
$2.74 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,379Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.69 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.61 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.44 Billion6.73% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
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Creative Planning Overland Park, KS41.7MShares$833 Million0.75% of portfolio