Sutton Wealth Advisors Inc. SCHE Holdings History
Sutton Wealth Advisors Inc.'s Schwab Emerging Markets Equity ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 54,648.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $1.31 Mil. This investment constitutes 0.65% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.02% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 15 purchases of SCHE, at an average price of $24.86, for a total of 318,700.00 shares. In addition, there have been 4 sales at an average price of $24.73 for 264,052.00 shares. Based on historical transaction data and SCHE's current price of $30.47, Sutton Wealth Advisors Inc.'s estimated gain on his SCHE holdings is $271,179.25, reflecting a 3.42% gain to date.
Sutton Wealth Advisors Inc. SCHE ($30.47) Holding Chart
Sutton Wealth Advisors Inc. SCHE ($30.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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