A detailed history of Sutton Wealth Advisors Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 102,888 shares of SCHA stock, worth $2.7 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
102,888
Previous 106,149 3.07%
Holding current value
$2.7 Million
Previous $4.65 Billion 8.34%
% of portfolio
2.1%
Previous 2.25%

Shares

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

Nov 08, 2023

SELL
$40.85 - $46.1 $133,211 - $150,332
-3,261 Reduced 3.07%
102,888 $4.26 Billion
Q2 2023

Nov 08, 2023

SELL
$39.91 - $43.82 $68,166 - $74,844
-1,708 Reduced 1.58%
106,149 $4.65 Billion
Q1 2023

Nov 07, 2023

SELL
$39.82 - $46.36 $107,952 - $125,681
-2,711 Reduced 2.45%
107,857 $4.52 Billion
Q4 2022

Nov 07, 2023

SELL
$38.25 - $43.54 $38,364 - $43,670
-1,003 Reduced 0.9%
110,568 $4.48 Billion
Q3 2022

Nov 07, 2023

SELL
$37.65 - $45.9 $60,315 - $73,531
-1,602 Reduced 1.42%
111,571 $4.22 Billion
Q2 2022

Nov 07, 2023

SELL
$37.88 - $48.01 $15,530 - $19,684
-410 Reduced 0.36%
113,173 $4.41 Billion
Q1 2022

Nov 07, 2023

BUY
$44.42 - $51.73 $2.48 Million - $2.89 Million
55,943 Added 97.06%
113,583 $5.38 Billion
Q4 2021

Nov 07, 2023

SELL
$48.64 - $55.07 $5,155 - $5,837
-106 Reduced 0.18%
57,640 $5.9 Billion
Q3 2021

Nov 07, 2023

SELL
$48.3 - $52.49 $47,382 - $51,492
-981 Reduced 1.67%
57,746 $5.78 Billion
Q2 2021

Nov 07, 2023

SELL
$48.39 - $52.91 $10,258 - $11,216
-212 Reduced 0.36%
58,727 $6.12 Billion
Q1 2021

Nov 07, 2023

BUY
$43.89 - $52.63 $16,853 - $20,209
384 Added 0.66%
58,939 $5.87 Billion
Q4 2020

Nov 07, 2023

SELL
$34.66 - $45.17 $7,729 - $10,072
-223 Reduced 0.38%
58,555 $5.21 Billion
Q3 2020

Nov 07, 2023

BUY
$32.09 - $36.38 $34,817 - $39,472
1,085 Added 1.88%
58,778 $4.02 Billion
Q2 2020

Nov 07, 2023

SELL
$23.59 - $35.22 $13,847 - $20,674
-587 Reduced 1.01%
57,693 $3.77 Billion
Q1 2020

Nov 07, 2023

SELL
$22.29 - $38.7 $98,967 - $171,828
-4,440 Reduced 7.08%
58,280 $3 Billion
Q4 2019

Nov 07, 2023

BUY
$33.63 - $38.03 $103,378 - $116,904
3,074 Added 5.15%
62,720 $4.74 Billion
Q3 2019

Nov 07, 2023

BUY
$34.78 - $36.12 $111,365 - $115,656
3,202 Added 5.67%
59,646 $4.16 Billion
Q2 2019

Nov 06, 2023

BUY
N/A
1,430 Added 2.6%
56,444 $4.03 Billion
Q1 2019

Nov 06, 2023

BUY
N/A
1,294 Added 2.41%
55,014 $3.85 Billion
Q4 2018

Nov 06, 2023

SELL
N/A
-10,716 Reduced 16.63%
53,720 $3.26 Billion
Q3 2018

Nov 06, 2023

BUY
N/A
3,567 Added 5.86%
64,436 $4.91 Billion
Q2 2018

Nov 06, 2023

BUY
N/A
2,113 Added 3.6%
60,869 $4.48 Billion
Q1 2018

Nov 06, 2023

BUY
N/A
4,355 Added 8.01%
58,756 $4.06 Billion
Q4 2017

Nov 06, 2023

BUY
N/A
1,972 Added 3.76%
54,401 $3.79 Billion
Q3 2017

Nov 06, 2023

BUY
N/A
2,507 Added 5.02%
52,429 $3.53 Billion
Q2 2017

Nov 06, 2023

BUY
N/A
3,569 Added 7.7%
49,922 $3.19 Billion
Q1 2017

Nov 06, 2023

BUY
N/A
4,367 Added 10.4%
46,353 $2.92 Billion
Q4 2016

Nov 06, 2023

BUY
N/A
618 Added 1.49%
41,986 $2.58 Billion
Q3 2016

Nov 06, 2023

BUY
N/A
2,589 Added 6.68%
41,368 $2.38 Billion
Q2 2016

Nov 06, 2023

BUY
N/A
1,354 Added 3.62%
38,779 $2.1 Billion
Q1 2016

Nov 06, 2023

BUY
N/A
37,425
37,425 $1.95 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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