Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 282,450 shares of SCHG stock, worth $7.55 Million. This represents 13.65% of its overall portfolio holdings.
Number of Shares
282,450Holding current value
$7.55 Million% of portfolio
13.65%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,278Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
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Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
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Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio