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 $28.7 Million. This represents 15.03% of its overall portfolio holdings.
Number of Shares
445,202Holding current value
$28.7 Million% of portfolio
15.03%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
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Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
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Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
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Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio