Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Emergin Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 54,648 shares of SCHE stock, worth $1.46 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

54,648

Previous 186,055 70.63%

Holding current value

$1.46 Million

Previous $4.58 Billion 71.45%

% of portfolio

0.64%

Previous 2.22%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$23.83 - $26.11 $3.13 Million - $3.43 Million	-131,407 Reduced 70.63%	54,648 $1.31 Billion
Q2 2023 Nov 08, 2023	BUY	$23.66 - $25.54 $680,106 - $734,147	28,745 Added 18.27%	186,055 $4.58 Billion
Q1 2023 Nov 07, 2023	SELL	$23.32 - $26.39 $2.91 Million - $3.29 Million	-124,723 Reduced 44.22%	157,310 $3.86 Billion
Q4 2022 Nov 07, 2023	BUY	$21.59 - $24.95 $597,762 - $690,790	27,687 Added 10.89%	282,033 $6.68 Billion
Q3 2022 Nov 07, 2023	BUY	$22.4 - $25.83 $92,870 - $107,091	4,146 Added 1.66%	254,346 $5.7 Billion
Q2 2022 Nov 07, 2023	BUY	$24.51 - $28.87 $86,618 - $102,026	3,534 Added 1.43%	250,200 $6.35 Billion
Q1 2022 Nov 07, 2023	BUY	$25.61 - $30.82 $250,670 - $301,666	9,788 Added 4.13%	246,666 $6.85 Billion
Q4 2021 Nov 07, 2023	BUY	$28.68 - $31.96 $46,977 - $52,350	1,638 Added 0.7%	236,878 $7.02 Billion
Q3 2021 Nov 07, 2023	BUY	$29.81 - $32.7 $57,294 - $62,849	1,922 Added 0.82%	235,240 $7.17 Billion
Q2 2021 Nov 07, 2023	BUY	$31.06 - $33.61 $174,712 - $189,056	5,625 Added 2.47%	233,318 $7.67 Billion
Q1 2021 Nov 07, 2023	BUY	$30.78 - $34.63 $149,190 - $167,851	4,847 Added 2.18%	227,693 $7.24 Billion
Q4 2020 Nov 07, 2023	BUY	$26.72 - $30.68 $67,708 - $77,743	2,534 Added 1.15%	222,846 $6.83 Billion
Q3 2020 Nov 07, 2023	BUY	$24.69 - $27.71 $51,528 - $57,830	2,087 Added 0.96%	220,312 $5.9 Billion
Q2 2020 Nov 07, 2023	SELL	$19.87 - $25.05 $122,260 - $154,132	-6,153 Reduced 2.74%	218,225 $5.31 Billion
Q1 2020 Nov 07, 2023	SELL	$18.68 - $28.22 $33,044 - $49,921	-1,769 Reduced 0.78%	224,378 $4.64 Billion
Q4 2019 Nov 07, 2023	BUY	$24.83 - $27.51 $262,055 - $290,340	10,554 Added 4.9%	226,147 $6.19 Billion
Q3 2019 Nov 07, 2023	BUY	$25.08 - $25.94 $84,670 - $87,573	3,376 Added 1.59%	215,593 $5.42 Billion
Q2 2019 Nov 06, 2023	BUY	N/A	2,200 Added 1.05%	212,217 $5.57 Billion
Q1 2019 Nov 06, 2023	BUY	N/A	11,183 Added 5.62%	210,017 $5.46 Billion
Q4 2018 Nov 06, 2023	SELL	N/A	-11,556 Reduced 5.49%	198,834 $4.68 Billion
Q3 2018 Nov 06, 2023	BUY	N/A	4,923 Added 2.4%	210,390 $5.41 Billion
Q2 2018 Nov 06, 2023	BUY	N/A	5,510 Added 2.76%	205,467 $5.32 Billion
Q1 2018 Nov 06, 2023	BUY	N/A	14,028 Added 7.54%	199,957 $5.74 Billion
Q4 2017 Nov 06, 2023	BUY	N/A	5,455 Added 3.02%	185,929 $5.19 Billion
Q3 2017 Nov 06, 2023	BUY	N/A	4,166 Added 2.36%	180,474 $4.86 Billion
Q2 2017 Nov 06, 2023	BUY	N/A	5,108 Added 2.98%	176,308 $4.38 Billion
Q1 2017 Nov 06, 2023	BUY	N/A	6,395 Added 3.88%	171,200 $4.1 Billion
Q4 2016 Nov 06, 2023	BUY	N/A	394 Added 0.24%	164,805 $3.55 Billion
Q3 2016 Nov 06, 2023	BUY	N/A	3,693 Added 2.3%	164,411 $3.79 Billion
Q2 2016 Nov 06, 2023	BUY	N/A	265 Added 0.17%	160,718 $3.42 Billion
Q1 2016 Nov 06, 2023	BUY	N/A	160,453	160,453 $3.33 Billion

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

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About SCHWAB STRATEGIC TR US EMERGIN

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Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Emergin Transaction History