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 $5.14 Million. This represents 6.58% of its overall portfolio holdings.
Number of Shares
194,531Holding current value
$5.14 Million% of portfolio
6.58%Shares
1 transactions
Others Institutions Holding SCHP
# of Institutions
726Shares Held
310MCall Options Held
110KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO38.3MShares$1.01 Billion3.35% of portfolio
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Wealthfront Advisers LLC22.2MShares$587 Million1.69% of portfolio
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Municipal Employees' Retirement System Of Michigan15.6MShares$411 Million5.54% of portfolio
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Quadratic Capital Management LLC14.2MShares$374 Million97.8% of portfolio
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Sei Investments CO Oaks, PA11.2MShares$296 Million0.38% of portfolio