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 $5.27 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.27 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
746Shares Held
352MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO42.7MShares$1.16 Billion3.43% of portfolio
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Wealthfront Advisers LLC32MShares$865 Million2.24% of portfolio
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Jpmorgan Chase & CO New York, NY17.6MShares$475 Million0.04% of portfolio
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Municipal Employees' Retirement System Of Michigan16.4MShares$444 Million5.27% of portfolio
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Quadratic Capital Management LLC11.8MShares$319 Million98.14% of portfolio