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 %

Top Ranked Articles

  • 1