Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 470,392 shares of SCHX stock, worth $11.2 Million. This represents 11.71% of its overall portfolio holdings.
Number of Shares
470,392
Previous 466,203
0.9%
Holding current value
$11.2 Million
Previous $24.4 Billion
2.51%
% of portfolio
11.71%
Previous 11.83%
Shares
31 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio