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 $307,979. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,642
Previous 10,641 0.01%
Holding current value
$307,979
Previous $798 Million 2.98%
% of portfolio
0.38%
Previous 0.39%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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