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 $47,230. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,021
Previous 2,018
0.15%
Holding current value
$47,230
Previous $104 Million
3.43%
% of portfolio
0.05%
Previous 0.05%
Shares
19 transactions
Others Institutions Holding SCHB
# of Institutions
1,196Shares Held
256MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio