Carlsbad Wealth Advisory Group, Inc. SCHV Holdings History
Number of Shares
260,219.00
Current Holdings Value*
$17.46 Mil
% of Portfolio
11.26%
Total Estimate Gain
$-9.67 Mil
% of Total Estimate Gain
-57.04%
Carlsbad Wealth Advisory Group, Inc.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 260,219.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $17.46 Mil. This investment constitutes 11.26% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.18% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and SCHV's current price of $27.99, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his SCHV holdings is $-9.67 Mil, reflecting a -57.04% gain to date.
Carlsbad Wealth Advisory Group, Inc. SCHV ($27.99) Holding Chart
Carlsbad Wealth Advisory Group, Inc. SCHV ($27.99) 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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