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Sutton Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sutton Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.46K Hold
428
– – ﹤0.01% 483
2023
Q2 		$9.88K Sell
428
-6
-1% -$140 ﹤0.01% 459
2023
Q1 		$10.2K Hold
434
– – 0.01% 420
2022
Q4 		$9.91K Hold
434
– – ﹤0.01% 947
2022
Q3 		$9.83K Hold
434
– – ﹤0.01% 891
2022
Q2 		$10.4K Hold
434
– – ﹤0.01% 893
2022
Q1 		$11K Sell
434
-248
-36% -$6.44K ﹤0.01% 910
2021
Q4 		$18.4K Buy
682
+178
+35% +$4.81K 0.01% 736
2021
Q3 		$13.7K Sell
504
-32
-6% -$877 0.01% 812
2021
Q2 		$14.6K Hold
536
– – 0.01% 790
2021
Q1 		$14.5K Hold
536
– – 0.01% 770
2020
Q4 		$15K Hold
536
– – 0.01% 687
2020
Q3 		$15K Hold
536
– – 0.01% 624
2020
Q2 		$15.1K Hold
536
– – 0.01% 610
2020
Q1 		$14.5K Buy
536
+4
+0.8% +$108 0.01% 553
2019
Q4 		$14.2K Hold
532
– – 0.01% 728
2019
Q3 		$14.3K Buy
532
+28
+6% +$749 0.01% 694
2019
Q2 		$13.4K Hold
504
– – 0.01% 700
2019
Q1 		$13.1K Buy
504
+2
+0.4% +$51 0.01% 715
2018
Q4 		$12.7K Sell
502
-16
-3% -$400 0.01% 677
2018
Q3 		$13K Buy
518
+16
+3% +$404 0.01% 736
2018
Q2 		$12.7K Sell
502
-212
-30% -$5.36K 0.01% 764
2018
Q1 		$18.2K Buy
714
+70
+11% +$1.79K 0.01% 608
2017
Q4 		$16.8K Sell
644
-76
-11% -$1.98K 0.01% 614
2017
Q3 		$18.9K Sell
720
-60
-8% -$1.57K 0.01% 569
2017
Q2 		$20.4K Buy
780
+18
+2% +$469 0.02% 522
2017
Q1 		$19.8K Hold
762
– – 0.02% 522
2016
Q4 		$19.6K Hold
762
– – 0.02% 503
2016
Q3 		$20.5K Hold
762
– – 0.02% 452
2016
Q2 		$20.5K Hold
762
– – 0.02% 439
2016
Q1 		$20.1K Buy
+762
New +$19.9K 0.02% 438

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sutton Wealth Advisors held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q3 2023 at 428 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Sutton Wealth Advisors first reported a position in SCHZ in Q1 2016 and has held it in 31 quarters since. The position peaked at $20.5K in Q2 2016. 537 funds tracked by Wall St. Rank hold SCHZ as of Q3 2023.

  • Sutton Wealth Advisors held 428 shares of Schwab US Aggregate Bond ETF worth $9.46K as of Q3 2023.
  • Sutton Wealth Advisors left its Schwab US Aggregate Bond ETF share count unchanged in Q3 2023.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #483 holding.
  • Sutton Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $20.5K in Q2 2016.
  • 537 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2023.

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