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

Nov 08, 2023

SELL
$45.86 - $47.33 $137 - $141
-3 Reduced 1.38%
214 $9.88 Million
Q1 2022

Nov 07, 2023

SELL
$50.05 - $53.52 $6,206 - $6,636
-124 Reduced 36.36%
217 $11 Million
Q4 2021

Nov 07, 2023

BUY
$53.63 - $54.52 $4,773 - $4,852
89 Added 35.32%
341 $18.4 Million
Q3 2021

Nov 07, 2023

SELL
$54.26 - $55.17 $868 - $882
-16 Reduced 5.97%
252 $13.7 Million
Q1 2020

Nov 07, 2023

BUY
$50.33 - $56.09 $100 - $112
2 Added 0.75%
268 $14.5 Million
Q3 2019

Nov 07, 2023

BUY
$53.15 - $53.86 $744 - $754
14 Added 5.56%
266 $14.3 Million
Q1 2019

Nov 06, 2023

BUY
N/A
1 Added 0.4%
252 $13.1 Million
Q4 2018

Nov 06, 2023

SELL
N/A
-8 Reduced 3.09%
251 $12.7 Million
Q3 2018

Nov 06, 2023

BUY
N/A
8 Added 3.19%
259 $13 Million
Q2 2018

Nov 06, 2023

SELL
N/A
-106 Reduced 29.69%
251 $12.7 Million
Q1 2018

Nov 06, 2023

BUY
N/A
35 Added 10.87%
357 $18.2 Million
Q4 2017

Nov 06, 2023

SELL
N/A
-38 Reduced 10.56%
322 $16.8 Million
Q3 2017

Nov 06, 2023

SELL
N/A
-30 Reduced 7.69%
360 $18.9 Million
Q2 2017

Nov 06, 2023

BUY
N/A
9 Added 2.36%
390 $20.4 Million
Q1 2016

Nov 06, 2023

BUY
N/A
381
381 $20.2 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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