A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 900 shares of SCHO stock, worth $44,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares
900
Previous 900 -0.0%
Holding current value
$44,145
Previous $43.3 Million 0.35%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Nov 08, 2023

BUY
$48.06 - $48.89 $43,254 - $44,001
900 New
900 $43.3 Million
Q4 2018

Nov 06, 2023

SELL
N/A
-10 Closed
0 $0
Q3 2018

Nov 06, 2023

BUY
N/A
4 Added 66.67%
10 $496,000
Q1 2016

Nov 06, 2023

BUY
N/A
6
6 $305,000

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Sutton Wealth Advisors Inc. Portfolio

Follow Sutton Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.