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 $5.18 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.18 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
743Shares Held
336MCall Options Held
37.5KPut Options Held
10.4K-
Empower Advisory Group, LLC Greenwood Village, CO40.7MShares$1.08 Billion3.59% of portfolio
-
Wealthfront Advisers LLC28.2MShares$752 Million2.17% of portfolio
-
Jpmorgan Chase & CO New York, NY17.6MShares$468 Million0.04% of portfolio
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Municipal Employees' Retirement System Of Michigan16.4MShares$437 Million5.58% of portfolio
-
Sei Investments CO Oaks, PA11.1MShares$295 Million0.4% of portfolio