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 $2.7 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
137,241Holding current value
$2.7 Million% of portfolio
3.15%Shares
1 transactions
Others Institutions Holding SCHF
# of Institutions
1,225Shares Held
868MCall Options Held
38.3KPut Options Held
600-
Northwestern Mutual Wealth Management CO147MShares$2.88 Billion5.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA118MShares$2.32 Billion0.87% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO80MShares$1.57 Billion11.44% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA78MShares$1.53 Billion6.68% of portfolio
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Personal Capital Advisors Corp71.3MShares$1.4 Billion11.16% of portfolio