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 $4.07 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
191,136Holding current value
$4.07 Million% of portfolio
2.41%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.15 Billion2.51% of portfolio
-
Us Bancorp \De\29.8MShares$635 Million0.87% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$498 Million0.48% of portfolio
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Northwestern Mutual Wealth Management CO7.66MShares$163 Million0.14% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA7.48MShares$159 Million0.68% of portfolio