Carlsbad Wealth Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$23.3M	Buy	+1,335,606	New	+$22.1M	15.03%	1

Other funds holding SCHX

CSIA

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

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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Carlsbad Wealth Advisory Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2023: 1,335,606 shares worth $23.3M. The stake represents 15.03% of the portfolio and ranks #1 among its holdings.

1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Carlsbad Wealth Advisory Group held 1,335,606 shares of Schwab US Large- Cap ETF worth $23.3M as of Q2 2023.
Schwab US Large- Cap ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US Large- Cap ETF made up 15.03% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #1 holding.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

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