Carlsbad Wealth Advisory Group, Inc. SCHX Holdings History
Number of Shares
445,202.00
Current Holdings Value*
$23.32 Mil
% of Portfolio
15.03%
Total Estimate Gain
$-10.80 Mil
% of Total Estimate Gain
-49.13%
Carlsbad Wealth Advisory Group, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 445,202.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $23.32 Mil. This investment constitutes 15.03% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and SCHX's current price of $25.11, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his SCHX holdings is $-10.80 Mil, reflecting a -49.13% gain to date.
Carlsbad Wealth Advisory Group, Inc. SCHX ($25.11) Holding Chart
Carlsbad Wealth Advisory Group, Inc. SCHX ($25.11) 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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