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

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 4,513 shares of SCHD stock, worth $122,212. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,513
Previous 4,512 0.02%
Holding current value
$122,212
Previous $328 Million 2.56%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 08, 2023
BUY
$70.63 - $75.66 $70 - $75
1 Added 0.02%
4,513 $319 Million
Q2 2023

Nov 08, 2023
BUY
$69.18 - $73.94 $691 - $739
10 Added 0.22%
4,512 $328 Million
Q1 2023

Nov 07, 2023
SELL
$70.28 - $78.03 $16,586 - $18,415
-236 Reduced 4.98%
4,502 $329 Million
Q1 2022

Nov 07, 2023
SELL
$75.14 - $81.94 $9,317 - $10,160
-124 Reduced 2.55%
4,738 $374 Million
Q4 2021

Nov 07, 2023
BUY
$74.93 - $80.86 $17,084 - $18,436
228 Added 4.92%
4,862 $393 Million
Q2 2021

Nov 07, 2023
BUY
$73.32 - $77.65 $73 - $77
1 Added 0.02%
4,634 $350 Million
Q2 2020

Nov 07, 2023
BUY
$43.56 - $56.5 $435 - $565
10 Added 0.22%
4,633 $240 Million
Q2 2018

Nov 06, 2023
BUY
N/A
83 Added 1.83%
4,623 $228 Million
Q2 2017

Nov 06, 2023
BUY
N/A
7 Added 0.15%
4,540 $205 Million
Q4 2016

Nov 06, 2023
BUY
N/A
31 Added 0.69%
4,533 $198 Million
Q1 2016

Nov 06, 2023
BUY
N/A
4,502
4,502 $180 Million

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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