Sutton Wealth Advisors Inc. Schwab Strategic U.S. Mid Cap Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 25,509 shares of SCHM stock, worth $2.12 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
25,509
Previous 25,869
1.39%
Holding current value
$2.12 Million
Previous $1.84 Billion
6.04%
% of portfolio
0.85%
Previous 0.89%
Shares
30 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.76 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$834 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$190 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$185 Million2.77% of portfolio