Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 10,642 shares of SCHG stock, worth $301,275. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,642

Previous 10,641 0.01%

Holding current value

$301,275

Previous $798 Million 2.98%

% of portfolio

0.38%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$71.99 - $78.02 $71 - $78	1 Added 0.01%	10,642 $774 Million
Q2 2023 Nov 08, 2023	BUY	$63.6 - $74.95 $191,754 - $225,974	3,015 Added 39.54%	10,641 $798 Million
Q4 2022 Nov 07, 2023	SELL	$54.31 - $60.76 $23,136 - $25,883	-426 Reduced 5.29%	7,626 $424 Million
Q1 2022 Nov 07, 2023	BUY	$65.63 - $82.62 $264,226 - $332,628	4,026 Added 100.0%	8,052 $602 Million
Q3 2021 Nov 07, 2023	SELL	$73.24 - $78.94 $20,067 - $21,629	-274 Reduced 6.37%	4,026 $596 Million
Q3 2020 Nov 07, 2023	SELL	$51.42 - $61.56 $6,427 - $7,695	-125 Reduced 2.82%	4,300 $495 Million
Q2 2020 Nov 07, 2023	BUY	$37.99 - $51.32 $341 - $461	9 Added 0.2%	4,425 $449 Million
Q4 2019 Nov 07, 2023	BUY	$40.97 - $46.72 $42,649 - $48,635	1,041 Added 30.84%	4,416 $410 Million
Q3 2019 Nov 07, 2023	BUY	$41.7 - $42.86 $88,070 - $90,520	2,112 Added 167.22%	3,375 $284 Million
Q2 2019 Nov 06, 2023	SELL	N/A	-37 Reduced 2.85%	1,263 $105 Million
Q2 2017 Nov 06, 2023	SELL	N/A	-65 Reduced 4.76%	1,300 $82.2 Million
Q4 2016 Nov 06, 2023	BUY	N/A	270 Added 24.66%	1,365 $76.2 Million
Q1 2016 Nov 06, 2023	BUY	N/A	1,095	1,095 $57.4 Million

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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 Large C Transaction History