Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Carlsbad Wealth Advisory Group, Inc.

  • $155 Billion
  • Q2 2023

A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 260,219 shares of SCHV stock, worth $19.3 Million. This represents 11.26% of its overall portfolio holdings.

Number of Shares
260,219
Holding current value
$19.3 Million
% of portfolio
11.26%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023
BUY
$63.33 - $67.21 $16.5 Million - $17.5 Million
260,219 New
260,219 $17.5 Billion

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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