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 $118,105. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,513

Previous 4,512 0.02%

Holding current value

$118,105

Previous $328 Million 2.56%

% of portfolio

0.16%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.

Account

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