Sutton Wealth Advisors Inc. Schwab Us Aggregate Bond ETF Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 214 shares of SCHZ stock, worth $10,197. This represents 0.0% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$10,197
Previous $9.88 Million
4.18%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio