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 445,202 shares of SCHX stock, worth $10.4 Million. This represents 15.03% of its overall portfolio holdings.
Number of Shares
445,202Holding current value
$10.4 Million% of portfolio
15.03%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio