Carlsbad Wealth Advisory Group, Inc. SCHA Holdings History
Number of Shares
144,688.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
4.09%
Total Estimate Gain
$-2.24 Mil
% of Total Estimate Gain
-37.25%
Carlsbad Wealth Advisory Group, Inc.'s Schwab U.S. Small-Cap ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 144,688.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.34 Mil. This investment constitutes 4.09% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and SCHA's current price of $26.08, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his SCHA holdings is $-2.24 Mil, reflecting a -37.25% gain to date.
Carlsbad Wealth Advisory Group, Inc. SCHA ($26.08) Holding Chart
Carlsbad Wealth Advisory Group, Inc. SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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