Sutton Wealth Advisors Inc. SCHX Holdings History
Sutton Wealth Advisors Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 470,392.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $23.80 Mil. This investment constitutes 11.79% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.07% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2018Q4. And since then Sutton Wealth Advisors Inc. has made 12 purchases of SCHX, at an average price of $33.22, for a total of 500,044.00 shares. In addition, there have been 7 sales at an average price of $45.35 for 29,652.00 shares. Based on historical transaction data and SCHX's current price of $24.89, Sutton Wealth Advisors Inc.'s estimated gain on his SCHX holdings is $-3.56 Mil, reflecting a -21.41% gain to date.
Sutton Wealth Advisors Inc. SCHX ($24.89) Holding Chart
Sutton Wealth Advisors Inc. SCHX ($24.89) 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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