Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 2,021 shares of SCHB stock, worth $45,917. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,021
Previous 2,018
0.15%
Holding current value
$45,917
Previous $104 Million
3.43%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,292Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$270 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio