Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 137,241 shares of SCHF stock, worth $2.55 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
137,241Holding current value
$2.55 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,273Shares Held
774MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.88 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.54 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.51 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.33 Billion11.16% of portfolio
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Wealthfront Advisers LLC50.6MShares$942 Million6.47% of portfolio