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 $5.1 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.1 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
691Shares Held
170MCall Options Held
66.2KPut Options Held
2.7K-
Charles Schwab Investment Management Inc San Francisco, CA21MShares$550 Million0.21% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$465 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$300 Million97.09% of portfolio
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Jpmorgan Chase & CO New York, NY8.51MShares$223 Million0.04% of portfolio
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Personal Capital Advisors Corp8.42MShares$221 Million2.12% of portfolio