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 $1.99 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
85,901Holding current value
$1.99 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
165MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio