Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Tr Us Large C Call Options Transaction History

Carlsbad Wealth Advisory Group, Inc.

$155 Billion
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHG

# of Institutions

1,278

Shares Held

172M

Call Options Held

87.6K

Put Options Held

27.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

10.6M
Shares

$284 Million
2.39% of portfolio
Envestnet Asset Management Inc

9.98M
Shares

$267 Million
0.36% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$261 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.1M
Shares

$243 Million
1.33% of portfolio
Avantax Planning Partners, Inc.

4.49M
Shares

$120 Million
14.61% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlsbad Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carlsbad Wealth Advisory Group, Inc. with notifications on news.