Sutton Wealth Advisors Inc. / SCHX
Sutton Wealth Advisors Inc.’s Schwab Strategic Tr Position
Does Sutton Wealth Advisors Inc. own Schwab Strategic Tr (SCHX)? Yes — 470.4K shares worth $24M (+11.71% of its 13F portfolio) as of Q3 2023.
Position Value
$24M
Q3 2023
Shares
470.4K
% of Portfolio
+11.71%
Quarters Held
1
currently held
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 470.4K | $24M | +11.71% |
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 SCHX.