Carlsbad Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carlsbad Wealth Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$6.34M	Buy	+289,376	New	+$6.03M	4.09%	8

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHA Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2023: 289,376 shares worth $6.34M. The stake represents 4.09% of the portfolio and ranks #8 among its holdings.

957 funds tracked by Wall St. Rank hold SCHA as of Q2 2023.

Carlsbad Wealth Advisory Group held 289,376 shares of Schwab U.S Small- Cap ETF worth $6.34M as of Q2 2023.
Schwab U.S Small- Cap ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab U.S Small- Cap ETF made up 4.09% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #8 holding.
957 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.