Sutton Wealth Advisors Inc. Schwab Charles Corp Transaction History

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 856 shares of SCHW stock, worth $69,027. This represents 0.02% of its overall portfolio holdings.

Number of Shares
856
Previous 906 5.52%
Holding current value
$69,027
Previous $51.4 Million 8.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 08, 2023
SELL
$54.2 - $67.94 $2,710 - $3,397
-50 Reduced 5.52%
856 $47 Million
Q2 2023

Nov 08, 2023
BUY
$47.37 - $57.14 $24,490 - $29,541
517 Added 132.9%
906 $51.4 Million
Q1 2023

Nov 07, 2023
SELL
$51.91 - $85.6 $198,555 - $327,420
-3,825 Reduced 90.77%
389 $20.4 Million
Q3 2022

Nov 07, 2023
BUY
$21.16 - $74.92 $126 - $449
6 Added 0.14%
4,214 $303 Million
Q2 2022

Nov 07, 2023
BUY
$59.99 - $83.83 $1,859 - $2,598
31 Added 0.74%
4,208 $266 Million
Q1 2022

Nov 07, 2023
BUY
$75.69 - $95.53 $4,919 - $6,209
65 Added 1.58%
4,177 $352 Million
Q3 2021

Nov 07, 2023
SELL
$66.68 - $77.38 $1,066 - $1,238
-16 Reduced 0.39%
4,112 $300 Million
Q1 2021

Nov 07, 2023
BUY
$51.54 - $67.65 $927 - $1,217
18 Added 0.44%
4,128 $269 Million
Q4 2020

Nov 07, 2023
BUY
$36.75 - $53.04 $2,829 - $4,084
77 Added 1.91%
4,110 $218 Million
Q3 2020

Nov 07, 2023
BUY
$33.02 - $36.28 $99 - $108
3 Added 0.07%
4,033 $146 Million
Q2 2020

Nov 07, 2023
BUY
$31.75 - $42.82 $1,206 - $1,627
38 Added 0.95%
4,030 $136 Million
Q1 2020

Nov 07, 2023
BUY
$28.43 - $49.0 $1,137 - $1,960
40 Added 1.01%
3,992 $134 Million
Q4 2019

Nov 07, 2023
SELL
$35.1 - $51.07 $1,930 - $2,808
-55 Reduced 1.37%
3,952 $188 Million
Q3 2019

Nov 07, 2023
BUY
$36.12 - $44.28 $1,408 - $1,726
39 Added 0.98%
4,007 $168 Million
Q2 2019

Nov 06, 2023
SELL
$39.15 - $46.26 $1,174 - $1,387
-30 Reduced 0.75%
3,968 $159 Million
Q1 2019

Nov 06, 2023
BUY
$40.72 - $47.98 $1,018 - $1,199
25 Added 0.63%
3,998 $171 Million
Q2 2017

Nov 06, 2023
BUY
N/A
54 Added 1.38%
3,973 $171 Million
Q3 2016

Nov 06, 2023
BUY
N/A
40 Added 1.03%
3,919 $124 Million
Q1 2016

Nov 06, 2023
BUY
N/A
3,879
3,879 $109 Million

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.45B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $147B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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