Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Broad M Transaction History

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 2,021 shares of SCHB stock, worth $51,353. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,021
Previous 2,018 0.15%
Holding current value
$51,353
Previous $104 Million 3.43%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$49.59 - $53.57 $148 - $160
3 Added 0.15%
2,021 $101 Million
Q2 2023

Nov 08, 2023
BUY
$47.08 - $51.7 $141 - $155
3 Added 0.15%
2,018 $104 Million
Q1 2023

Nov 07, 2023
SELL
$44.47 - $49.23 $19,211 - $21,267
-432 Reduced 17.65%
2,015 $96.4 Million
Q4 2022

Nov 07, 2023
SELL
$41.94 - $47.81 $1,174 - $1,338
-28 Reduced 1.13%
2,447 $110 Million
Q3 2022

Nov 07, 2023
BUY
$41.99 - $50.63 $167 - $202
4 Added 0.16%
2,475 $104 Million
Q2 2022

Nov 07, 2023
BUY
$42.93 - $53.98 $128 - $161
3 Added 0.12%
2,471 $109 Million
Q1 2022

Nov 07, 2023
BUY
$49.15 - $56.85 $60,651 - $70,152
1,234 Added 100.0%
2,468 $132 Million
Q4 2021

Nov 07, 2023
SELL
$51.87 - $56.86 $10,840 - $11,883
-209 Reduced 14.48%
1,234 $139 Million
Q3 2021

Nov 07, 2023
BUY
$51.32 - $54.83 $41,774 - $44,631
814 Added 129.41%
1,443 $150 Million
Q1 2020

Nov 07, 2023
BUY
$26.18 - $40.44 $10,131 - $15,650
387 Added 159.92%
629 $38 Million
Q3 2019

Nov 07, 2023
SELL
$35.32 - $36.13 $2,189 - $2,240
-62 Reduced 20.39%
242 $17.2 Million
Q1 2019

Nov 06, 2023
BUY
N/A
60 Added 24.59%
304 $20.7 Million
Q2 2018

Nov 06, 2023
BUY
N/A
62 Added 34.07%
244 $16.1 Million
Q1 2018

Nov 06, 2023
BUY
N/A
13 Added 7.69%
182 $11.6 Million
Q4 2017

Nov 06, 2023
SELL
N/A
-1 Reduced 0.59%
169 $10.9 Million
Q3 2017

Nov 06, 2023
BUY
N/A
12 Added 7.59%
170 $10.4 Million
Q2 2017

Nov 06, 2023
BUY
N/A
8 Added 5.33%
158 $9.24 Million
Q1 2017

Nov 06, 2023
BUY
N/A
10 Added 7.14%
150 $8.56 Million
Q1 2016

Nov 06, 2023
BUY
N/A
140
140 $6.9 Million

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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