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 $1.95 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
85,901Holding current value
$1.95 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio