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 $4,928. This represents 0.0% of its overall portfolio holdings.
Number of Shares
214
Previous 214
-0.0%
Holding current value
$4,928
Previous $9.88 Million
4.18%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio