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Sutton Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Sutton Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$101K Buy
6,063
+9
+0.1% +$156 0.05% 170
2023
Q2 		$104K Buy
6,054
+9
+0.1% +$147 0.05% 166
2023
Q1 		$96.4K Sell
6,045
-1,296
-18% -$20.3K 0.05% 161
2022
Q4 		$110K Sell
7,341
-84
-1% -$1.26K 0.04% 237
2022
Q3 		$104K Buy
7,425
+12
+0.2% +$187 0.04% 245
2022
Q2 		$109K Buy
7,413
+9
+0.1% +$144 0.04% 227
2022
Q1 		$132K Hold
7,404
– – 0.05% 219
2021
Q4 		$139K Sell
7,404
-1,254
-14% -$23.1K 0.05% 219
2021
Q3 		$150K Buy
8,658
+4,884
+129% +$86.9K 0.06% 203
2021
Q2 		$65.6K Hold
3,774
– – 0.02% 337
2021
Q1 		$60.8K Hold
3,774
– – 0.02% 346
2020
Q4 		$57.2K Hold
3,774
– – 0.02% 324
2020
Q3 		$50.1K Hold
3,774
– – 0.02% 305
2020
Q2 		$46.2K Hold
3,774
– – 0.02% 319
2020
Q1 		$38K Buy
3,774
+2,322
+160% +$28.1K 0.02% 330
2019
Q4 		$18.6K Hold
1,452
– – 0.01% 632
2019
Q3 		$17.2K Sell
1,452
-372
-20% -$4.39K 0.01% 629
2019
Q2 		$21.4K Hold
1,824
– – 0.01% 555
2019
Q1 		$20.7K Buy
1,824
+360
+25% +$3.93K 0.01% 559
2018
Q4 		$14.6K Hold
1,464
– – 0.01% 629
2018
Q3 		$17.2K Hold
1,464
– – 0.01% 647
2018
Q2 		$16.1K Buy
1,464
+372
+34% +$4.07K 0.01% 673
2018
Q1 		$11.6K Buy
1,092
+78
+8% +$857 0.01% 772
2017
Q4 		$10.9K Sell
1,014
-6
-0.6% -$63 0.01% 752
2017
Q3 		$10.4K Buy
1,020
+72
+8% +$715 0.01% 758
2017
Q2 		$9.24K Buy
948
+48
+5% +$464 0.01% 762
2017
Q1 		$8.56K Buy
900
+60
+7% +$563 0.01% 748
2016
Q4 		$7.58K Hold
840
– – 0.01% 757
2016
Q3 		$7.33K Hold
840
– – 0.01% 747
2016
Q2 		$7.04K Hold
840
– – 0.01% 708
2016
Q1 		$6.9K Buy
+840
New +$6.53K 0.01% 677

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Sutton Wealth Advisors's SCHB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.15% in Q3 2023, buying an estimated $156 and bringing the position to 6,063 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #170.

Sutton Wealth Advisors first reported a position in SCHB in Q1 2016 and has held it in 31 quarters since. The position peaked at $150K in Q3 2021. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • Sutton Wealth Advisors held 6,063 shares of Schwab US Broad Market ETF worth $101K as of Q3 2023.
  • Sutton Wealth Advisors bought 9 Schwab US Broad Market ETF shares in Q3 2023, an estimated $156.
  • Schwab US Broad Market ETF made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #170 holding.
  • Sutton Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Schwab US Broad Market ETF position peaked at $150K in Q3 2021.
  • 940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.