Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 10,642 shares of SCHG stock, worth $321,494. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,642

Previous 10,641 0.01%

Holding current value

$321,494

Previous $798 Million 2.98%

% of portfolio

0.38%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$71.99 - $78.02 $71 - $78	1 Added 0.01%	10,642 $774 Million
Q2 2023 Nov 08, 2023	BUY	$63.6 - $74.95 $191,754 - $225,974	3,015 Added 39.54%	10,641 $798 Million
Q4 2022 Nov 07, 2023	SELL	$54.31 - $60.76 $23,136 - $25,883	-426 Reduced 5.29%	7,626 $424 Million
Q1 2022 Nov 07, 2023	BUY	$65.63 - $82.62 $264,226 - $332,628	4,026 Added 100.0%	8,052 $602 Million
Q3 2021 Nov 07, 2023	SELL	$73.24 - $78.94 $20,067 - $21,629	-274 Reduced 6.37%	4,026 $596 Million
Q3 2020 Nov 07, 2023	SELL	$51.42 - $61.56 $6,427 - $7,695	-125 Reduced 2.82%	4,300 $495 Million
Q2 2020 Nov 07, 2023	BUY	$37.99 - $51.32 $341 - $461	9 Added 0.2%	4,425 $449 Million
Q4 2019 Nov 07, 2023	BUY	$40.97 - $46.72 $42,649 - $48,635	1,041 Added 30.84%	4,416 $410 Million
Q3 2019 Nov 07, 2023	BUY	$41.7 - $42.86 $88,070 - $90,520	2,112 Added 167.22%	3,375 $284 Million
Q2 2019 Nov 06, 2023	SELL	N/A	-37 Reduced 2.85%	1,263 $105 Million
Q2 2017 Nov 06, 2023	SELL	N/A	-65 Reduced 4.76%	1,300 $82.2 Million
Q4 2016 Nov 06, 2023	BUY	N/A	270 Added 24.66%	1,365 $76.2 Million
Q1 2016 Nov 06, 2023	BUY	N/A	1,095	1,095 $57.4 Million

Others Institutions Holding SCHG

# of Institutions

1,545

Shares Held

758M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History