Schwab U S Broad Market ETF shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $101k | 2.0k | 49.85 |
| 2023-06-30 | $104k | 2.0k | 51.69 |
| 2023-03-31 | $96k | 2.0k | 47.85 |
| 2022-12-31 | $110k | 2.4k | 44.82 |
| 2022-09-30 | $104k | 2.5k | 41.98 |
| 2022-06-30 | $109k | 2.5k | 44.19 |
| 2022-03-31 | $132k | 2.5k | 53.39 |
| 2021-12-31 | $139k | 1.2k | 112.98 |
| 2021-09-30 | $150k | 1.4k | 103.83 |
| 2021-06-30 | $66k | 629 | 104.27 |
| 2021-03-31 | $61k | 629 | 96.71 |
| 2020-12-31 | $57k | 629 | 90.99 |
| 2020-09-30 | $50k | 629 | 79.64 |
| 2020-06-30 | $46k | 629 | 73.47 |
| 2020-03-31 | $38k | 629 | 60.43 |
| 2019-12-31 | $19k | 242 | 76.88 |
| 2019-09-30 | $17k | 242 | 71.02 |
| 2019-06-30 | $21k | 304 | 70.53 |
| 2019-03-31 | $21k | 304 | 68.05 |
| 2018-12-31 | $15k | 244 | 59.93 |
| 2018-09-30 | $17k | 244 | 70.39 |
| 2018-06-30 | $16k | 244 | 65.99 |
| 2018-03-31 | $12k | 182 | 63.79 |
| 2017-12-31 | $11k | 169 | 64.52 |
| 2017-09-30 | $10k | 170 | 60.91 |
| 2017-06-30 | $9.2k | 158 | 58.46 |
| 2017-03-31 | $8.6k | 150 | 57.06 |
| 2016-12-31 | $7.6k | 140 | 54.18 |
| 2016-09-30 | $7.3k | 140 | 52.32 |
| 2016-06-30 | $7.0k | 140 | 50.30 |
| 2016-03-31 | $6.9k | 140 | 49.28 |