Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 4,513 shares of SCHD stock, worth $380,265. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,513
Previous 4,512
0.02%
Holding current value
$380,265
Previous $328 Million
2.56%
% of portfolio
0.16%
Previous 0.16%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio