Carlsbad Wealth Advisory Group, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 191,136 shares of SCHH stock, worth $3.99 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
191,136Holding current value
$3.99 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.11 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$576 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$537 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$158 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$146 Million0.58% of portfolio