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 $5.02 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.02 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
685Shares Held
155MCall Options Held
60.2KPut Options Held
1.3K-
Empower Advisory Group, LLC Greenwood Village, CO17.7MShares$458 Million3.23% of portfolio
-
Quadratic Capital Management LLC11.4MShares$295 Million97.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.97MShares$257 Million0.04% of portfolio
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Personal Capital Advisors Corp8.42MShares$217 Million2.12% of portfolio
-
Sei Investments CO Oaks, PA5.38MShares$139 Million0.39% of portfolio