Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Us Tips 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 Us Tips ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 194,531 shares of SCHP stock, worth $5.05 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.05 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
666Shares Held
170MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$460 Million3.23% of portfolio
-
Quadratic Capital Management LLC14.2MShares$370 Million97.45% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$259 Million0.04% of portfolio
-
Personal Capital Advisors Corp8.42MShares$219 Million2.12% of portfolio
-
Central Trust CO Jefferson City, MO5.87MShares$152 Million3.8% of portfolio