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
445,202
Holding current value
$10.4 Million
% of portfolio
15.03%

Shares

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

Jul 27, 2023
BUY
$47.67 - $52.37 $21.2 Million - $23.3 Million
445,202 New
445,202 $23.3 Billion

Others Institutions Holding SCHX

# of Institutions
1,498
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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