Carlsbad Wealth Advisory Group, Inc. Schwab Strategic Us Tips ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 194,531 shares of SCHP stock, worth $5.21 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.21 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
761Shares Held
385MCall Options Held
4.7KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO45.6MShares$1.22 Billion3.42% of portfolio
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Wealthfront Advisers LLC35.7MShares$956 Million2.31% of portfolio
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Municipal Employees' Retirement System Of Michigan16.4MShares$440 Million5.12% of portfolio
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Us Bancorp \De\16.3MShares$436 Million0.53% of portfolio
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Jpmorgan Chase & CO New York, NY14.2MShares$380 Million0.03% of portfolio