Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 2,021 shares of SCHB stock, worth $131,486. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,021
Previous 2,018
0.15%
Holding current value
$131,486
Previous $104 Million
3.43%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio