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 $4,939. This represents 0.0% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$4,939
Previous $9.88 Million
4.18%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
631Shares Held
112MCall Options Held
100Put Options Held
1.8K-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$78.4 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.7 Million17.53% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$61.9 Million0.03% of portfolio