Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 10,642 shares of SCHG stock, worth $343,310. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,642
Previous 10,641
0.01%
Holding current value
$343,310
Previous $798 Million
2.98%
% of portfolio
0.38%
Previous 0.39%
Shares
13 transactions
Others Institutions Holding SCHG
# of Institutions
1,681Shares Held
853MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio