Sutton Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Sutton Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.73K	Hold	114	–	–	﹤0.01%	680
2023 Q2	$2.81K	Hold	114	–	–	﹤0.01%	653
2023 Q1	$2.88K	Hold	114	–	–	﹤0.01%	594
2022 Q4	$2.81K	Hold	114	–	–	﹤0.01%	1170
2022 Q3	$2.8K	Hold	114	–	–	﹤0.01%	1146
2022 Q2	$2.94K	Hold	114	–	–	﹤0.01%	1131
2022 Q1	$3.04K	Hold	114	–	–	﹤0.01%	1150
2021 Q4	$3.2K	Hold	114	–	–	﹤0.01%	1135
2021 Q3	$3.23K	Hold	114	–	–	﹤0.01%	1116
2021 Q2	$3.24K	Buy	114 +2	+2%	+$57	﹤0.01%	1108
2021 Q1	$3.16K	Hold	112	–	–	﹤0.01%	1075
2020 Q4	$3.26K	Hold	112	–	–	﹤0.01%	1043
2020 Q3	$3.29K	Hold	112	–	–	﹤0.01%	1014
2020 Q2	$3.29K	Hold	112	–	–	﹤0.01%	993
2020 Q1	$3.29K	Hold	112	–	–	﹤0.01%	947
2019 Q4	$3.08K	Hold	112	–	–	﹤0.01%	1011
2019 Q3	$3.11K	Hold	112	–	–	﹤0.01%	1007
2019 Q2	$3.08K	Hold	112	–	–	﹤0.01%	997
2019 Q1	$3.01K	Hold	112	–	–	﹤0.01%	997
2018 Q4	$2.96K	Hold	112	–	–	﹤0.01%	950
2018 Q3	$2.9K	Hold	112	–	–	﹤0.01%	965
2018 Q2	$2.93K	Hold	112	–	–	﹤0.01%	977
2018 Q1	$2.94K	Hold	112	–	–	﹤0.01%	972
2017 Q4	$2.99K	Hold	112	–	–	﹤0.01%	939
2017 Q3	$3.02K	Hold	112	–	–	﹤0.01%	922
2017 Q2	$3.02K	Hold	112	–	–	﹤0.01%	925
2017 Q1	$3K	Hold	112	–	–	﹤0.01%	901
2016 Q4	$2.99K	Hold	112	–	–	﹤0.01%	901
2016 Q3	$3.11K	Hold	112	–	–	﹤0.01%	890
2016 Q2	$3.13K	Hold	112	–	–	﹤0.01%	856
2016 Q1	$3.09K	Buy	+112	New	+$3.06K	﹤0.01%	841

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sutton Wealth Advisors's SCHR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q3 2023 at 114 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Sutton Wealth Advisors first reported a position in SCHR in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.29K in Q2 2020. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

Sutton Wealth Advisors held 114 shares of Schwab Intermediately-Term US Treasury ETF worth $2.73K as of Q3 2023.
Sutton Wealth Advisors left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q3 2023.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #680 holding.
Sutton Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $3.29K in Q2 2020.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.