Sutton Wealth Advisors Inc. Schwab Us Aggregate Bond ETF Transaction History

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 214 shares of SCHZ stock, worth $4,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares
214
Previous 214 -0.0%
Holding current value
$4,949
Previous $9.88 Million 4.18%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Nov 08, 2023
SELL
$45.86 - $47.33 $137 - $141
-3 Reduced 1.38%
214 $9.88 Million
Q1 2022

Nov 07, 2023
SELL
$50.05 - $53.52 $6,206 - $6,636
-124 Reduced 36.36%
217 $11 Million
Q4 2021

Nov 07, 2023
BUY
$53.63 - $54.52 $4,773 - $4,852
89 Added 35.32%
341 $18.4 Million
Q3 2021

Nov 07, 2023
SELL
$54.26 - $55.17 $868 - $882
-16 Reduced 5.97%
252 $13.7 Million
Q1 2020

Nov 07, 2023
BUY
$50.33 - $56.09 $100 - $112
2 Added 0.75%
268 $14.5 Million
Q3 2019

Nov 07, 2023
BUY
$53.15 - $53.86 $744 - $754
14 Added 5.56%
266 $14.3 Million
Q1 2019

Nov 06, 2023
BUY
N/A
1 Added 0.4%
252 $13.1 Million
Q4 2018

Nov 06, 2023
SELL
N/A
-8 Reduced 3.09%
251 $12.7 Million
Q3 2018

Nov 06, 2023
BUY
N/A
8 Added 3.19%
259 $13 Million
Q2 2018

Nov 06, 2023
SELL
N/A
-106 Reduced 29.69%
251 $12.7 Million
Q1 2018

Nov 06, 2023
BUY
N/A
35 Added 10.87%
357 $18.2 Million
Q4 2017

Nov 06, 2023
SELL
N/A
-38 Reduced 10.56%
322 $16.8 Million
Q3 2017

Nov 06, 2023
SELL
N/A
-30 Reduced 7.69%
360 $18.9 Million
Q2 2017

Nov 06, 2023
BUY
N/A
9 Added 2.36%
390 $20.4 Million
Q1 2016

Nov 06, 2023
BUY
N/A
381
381 $20.2 Million

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
167M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Sutton Wealth Advisors Inc. Portfolio

Follow Sutton Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email