Sutton Place Investors LLC Schwab Strategic Tr Us Small C Transaction History

Sutton Place Investors LLC

$199 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-9,425 Closed	0 $0
Q1 2022 May 26, 2022	BUY	N/A	4,511 Added 91.8%	9,425 $422,000
Q4 2021 May 25, 2022	BUY	N/A	4,914 New	4,914 $503,000

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

76.4M
Shares

$3.6 Billion
5.17% of portfolio
Bank Of America Corp Charlotte, NC

21.3M
Shares

$1.01 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.8M
Shares

$556 Million
2.17% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$496 Million
2.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

8.61M
Shares

$406 Million
0.1% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Place Investors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sutton Place Investors LLC with notifications on news.