Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Emergin 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 Us Emergin stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 24,430 shares of SCHE stock, worth $657,655. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,430Holding current value
$657,655% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding SCHE
# of Institutions
780Shares Held
141MCall Options Held
28.1KPut Options Held
200-
Creative Planning Overland Park, KS21.2MShares$571 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$517 Million1.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.81MShares$210 Million0.33% of portfolio
-
Us Bancorp \De\3.81MShares$103 Million0.14% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.84MShares$76.5 Million4.21% of portfolio