Sutton Wealth Advisors Inc. / SCHA
Sutton Wealth Advisors Inc.’s Schwab Strategic Tr Position
Does Sutton Wealth Advisors Inc. own Schwab Strategic Tr (SCHA)? Yes — 102.9K shares worth $4M (+2.10% of its 13F portfolio) as of Q3 2023.
Position Value
$4M
Q3 2023
Shares
102.9K
% of Portfolio
+2.10%
Quarters Held
1
currently held
Position History SCHA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 102.9K | $4M | +2.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sutton Wealth Advisors Inc.’s full portfolio or all institutional holders of SCHA.