Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 282,450 shares of SCHG stock, worth $7.85 Million. This represents 13.65% of its overall portfolio holdings.
Number of Shares
282,450Holding current value
$7.85 Million% of portfolio
13.65%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.34 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.15 Billion1.38% of portfolio
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Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.06 Billion2.06% of portfolio
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Lpl Financial LLC Fort Mill, SC24.6MShares$684 Million0.25% of portfolio