Schwab U S Large Cap Growth ETF shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $774k | 11k | 72.72 |
| 2023-06-30 | $798k | 11k | 74.95 |
| 2023-03-31 | $497k | 7.6k | 65.17 |
| 2022-12-31 | $424k | 7.6k | 55.56 |
| 2022-09-30 | $449k | 8.1k | 55.81 |
| 2022-06-30 | $467k | 8.1k | 57.99 |
| 2022-03-31 | $603k | 8.1k | 74.82 |
| 2021-12-31 | $659k | 4.0k | 163.75 |
| 2021-09-30 | $596k | 4.0k | 148.09 |
| 2021-06-30 | $628k | 4.3k | 145.96 |
| 2021-03-31 | $558k | 4.3k | 129.78 |
| 2020-12-31 | $552k | 4.3k | 128.41 |
| 2020-09-30 | $495k | 4.3k | 115.17 |
| 2020-06-30 | $449k | 4.4k | 101.54 |
| 2020-03-31 | $352k | 4.4k | 79.65 |
| 2019-12-31 | $410k | 4.4k | 92.91 |
| 2019-09-30 | $284k | 3.4k | 84.01 |
| 2019-06-30 | $105k | 1.3k | 83.21 |
| 2019-03-31 | $103k | 1.3k | 79.43 |
| 2018-12-31 | $90k | 1.3k | 68.93 |
| 2018-09-30 | $107k | 1.3k | 82.02 |
| 2018-06-30 | $99k | 1.3k | 75.78 |
| 2018-03-31 | $93k | 1.3k | 71.71 |
| 2017-12-31 | $92k | 1.3k | 70.71 |
| 2017-09-30 | $86k | 1.3k | 66.07 |
| 2017-06-30 | $82k | 1.3k | 63.20 |
| 2017-03-31 | $83k | 1.4k | 60.48 |
| 2016-12-31 | $76k | 1.4k | 55.83 |
| 2016-09-30 | $61k | 1.1k | 55.48 |
| 2016-06-30 | $58k | 1.1k | 52.47 |
| 2016-03-31 | $57k | 1.1k | 52.42 |
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