Schwab U S Small Cap ETF shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.3M | 103k | 41.42 |
| 2023-06-30 | $4.6M | 106k | 43.80 |
| 2023-03-31 | $4.5M | 108k | 41.93 |
| 2022-12-31 | $4.5M | 111k | 40.51 |
| 2022-09-30 | $4.2M | 112k | 37.80 |
| 2022-06-30 | $4.4M | 113k | 38.99 |
| 2022-03-31 | $5.4M | 114k | 47.36 |
| 2021-12-31 | $5.9M | 58k | 102.40 |
| 2021-09-30 | $5.8M | 58k | 100.10 |
| 2021-06-30 | $6.1M | 59k | 104.18 |
| 2021-03-31 | $5.9M | 59k | 99.67 |
| 2020-12-31 | $5.2M | 59k | 89.00 |
| 2020-09-30 | $4.0M | 59k | 68.32 |
| 2020-06-30 | $3.8M | 58k | 65.34 |
| 2020-03-31 | $3.0M | 58k | 51.52 |
| 2019-12-31 | $4.7M | 63k | 75.64 |
| 2019-09-30 | $4.2M | 60k | 69.73 |
| 2019-06-30 | $4.0M | 56k | 71.48 |
| 2019-03-31 | $3.8M | 55k | 69.93 |
| 2018-12-31 | $3.3M | 54k | 60.68 |
| 2018-09-30 | $4.9M | 64k | 76.17 |
| 2018-06-30 | $4.5M | 61k | 73.57 |
| 2018-03-31 | $4.1M | 59k | 69.13 |
| 2017-12-31 | $3.8M | 54k | 69.74 |
| 2017-09-30 | $3.5M | 52k | 67.37 |
| 2017-06-30 | $3.2M | 50k | 63.91 |
| 2017-03-31 | $2.9M | 46k | 62.98 |
| 2016-12-31 | $2.6M | 42k | 61.48 |
| 2016-09-30 | $2.4M | 41k | 57.55 |
| 2016-06-30 | $2.1M | 39k | 54.03 |
| 2016-03-31 | $1.9M | 37k | 52.04 |