Carlsbad Wealth Advisory Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 85,901 shares of SCHZ stock, worth $3.96 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
85,901Holding current value
$3.96 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
602Shares Held
107MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$207 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.59MShares$166 Million5.38% of portfolio
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Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio