Sutton Wealth Advisors Inc. Schwab Strategic Tr Intl Small Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 07, 2023	SELL	$40.41 - $44.08 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 07, 2023	BUY	$40.16 - $43.04 $0 - $0	0 New	0 $0
Q3 2017 Nov 06, 2023	SELL	N/A	-11 Closed	0 $0
Q1 2016 Nov 06, 2023	BUY	N/A	11	11 $318,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.53 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$173 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$135 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$90.6 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$66.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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