Charles Schwab Corporation shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $47k | 856 | 54.90 |
| 2023-06-30 | $51k | 906 | 56.68 |
| 2023-03-31 | $20k | 389 | 52.38 |
| 2022-12-31 | $351k | 4.2k | 83.26 |
| 2022-09-30 | $303k | 4.2k | 71.87 |
| 2022-06-30 | $266k | 4.2k | 63.18 |
| 2022-03-31 | $352k | 4.2k | 84.31 |
| 2021-12-31 | $346k | 4.1k | 84.10 |
| 2021-09-30 | $300k | 4.1k | 72.84 |
| 2021-06-30 | $301k | 4.1k | 72.81 |
| 2021-03-31 | $269k | 4.1k | 65.18 |
| 2020-12-31 | $218k | 4.1k | 53.04 |
| 2020-09-30 | $146k | 4.0k | 36.23 |
| 2020-06-30 | $136k | 4.0k | 33.74 |
| 2020-03-31 | $134k | 4.0k | 33.62 |
| 2019-12-31 | $188k | 4.0k | 47.56 |
| 2019-09-30 | $168k | 4.0k | 41.83 |
| 2019-06-30 | $160k | 4.0k | 40.19 |
| 2019-03-31 | $171k | 4.0k | 42.76 |
| 2018-12-31 | $165k | 4.0k | 41.53 |
| 2018-09-30 | $195k | 4.0k | 49.15 |
| 2018-06-30 | $203k | 4.0k | 51.10 |
| 2018-03-31 | $208k | 4.0k | 52.22 |
| 2017-12-31 | $204k | 4.0k | 51.37 |
| 2017-09-30 | $174k | 4.0k | 43.74 |
| 2017-06-30 | $171k | 4.0k | 42.96 |
| 2017-03-31 | $160k | 3.9k | 40.81 |
| 2016-12-31 | $155k | 3.9k | 39.47 |
| 2016-09-30 | $124k | 3.9k | 31.57 |
| 2016-06-30 | $98k | 3.9k | 25.31 |
| 2016-03-31 | $109k | 3.9k | 28.02 |