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 $8,831. This represents 0.0% of its overall portfolio holdings.
Number of Shares
407
Previous 727
44.02%
Holding current value
$8,831
Previous $14.2 Million
49.12%
% of portfolio
0.0%
Previous 0.01%
Shares
28 transactions
Others Institutions Holding SCHH
# of Institutions
576Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.2 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$663 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$491 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$171 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$170 Million0.12% of portfolio