Sutton Wealth Advisors Inc. Schwab Intermediate Term Us Tr Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 57 shares of SCHR stock, worth $1,407. This represents 0.0% of its overall portfolio holdings.
Number of Shares
57
Previous 57
-0.0%
Holding current value
$1,407
Previous $2.81 Million
2.71%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
448Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.36 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$394 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$313 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio