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 $1.98 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
85,901Holding current value
$1.98 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio