Sutton Wealth Advisors Inc. Schwab Strategic U.S. Reit ETF Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 407 shares of SCHH stock, worth $8,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
407
Previous 727
44.02%
Holding current value
$8,669
Previous $14.2 Million
49.12%
% of portfolio
0.0%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
557Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.15 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$606 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$517 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$163 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$154 Million0.55% of portfolio