SWA
Sutton Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $101K | Buy |
2,021
+3
| +0.1% | +$150 | 0.05% | 170 |
|
|
2023
Q2 | $104K | Buy |
2,018
+3
| +0.1% | +$155 | 0.05% | 166 |
|
|
2023
Q1 | $96.4K | Sell |
2,015
-432
| -18% | -$20.7K | 0.05% | 161 |
|
|
2022
Q4 | $110K | Sell |
2,447
-28
| -1% | -$1.26K | 0.04% | 237 |
|
|
2022
Q3 | $104K | Buy |
2,475
+4
| +0.2% | +$168 | 0.04% | 245 |
|
|
2022
Q2 | $109K | Buy |
2,471
+3
| +0.1% | +$133 | 0.04% | 227 |
|
|
2022
Q1 | $132K | Buy |
2,468
+1,234
| +100% | +$65.9K | 0.05% | 219 |
|
|
2021
Q4 | $139K | Sell |
1,234
-209
| -14% | -$23.6K | 0.05% | 219 |
|
|
2021
Q3 | $150K | Buy |
1,443
+814
| +129% | +$84.5K | 0.06% | 203 |
|
|
2021
Q2 | $65.6K | Hold |
629
| – | – | 0.02% | 337 |
|
|
2021
Q1 | $60.8K | Hold |
629
| – | – | 0.02% | 346 |
|
|
2020
Q4 | $57.2K | Hold |
629
| – | – | 0.02% | 324 |
|
|
2020
Q3 | $50.1K | Hold |
629
| – | – | 0.02% | 305 |
|
|
2020
Q2 | $46.2K | Hold |
629
| – | – | 0.02% | 319 |
|
|
2020
Q1 | $38K | Buy |
629
+387
| +160% | +$23.4K | 0.02% | 330 |
|
|
2019
Q4 | $18.6K | Hold |
242
| – | – | 0.01% | 632 |
|
|
2019
Q3 | $17.2K | Sell |
242
-62
| -20% | -$4.4K | 0.01% | 629 |
|
|
2019
Q2 | $21.4K | Hold |
304
| – | – | 0.01% | 555 |
|
|
2019
Q1 | $20.7K | Buy |
304
+60
| +25% | +$4.08K | 0.01% | 559 |
|
|
2018
Q4 | $14.6K | Hold |
244
| – | – | 0.01% | 629 |
|
|
2018
Q3 | $17.2K | Hold |
244
| – | – | 0.01% | 647 |
|
|
2018
Q2 | $16.1K | Buy |
244
+62
| +34% | +$4.09K | 0.01% | 673 |
|
|
2018
Q1 | $11.6K | Buy |
182
+13
| +8% | +$829 | 0.01% | 772 |
|
|
2017
Q4 | $10.9K | Sell |
169
-1
| -0.6% | -$65 | 0.01% | 752 |
|
|
2017
Q3 | $10.4K | Buy |
170
+12
| +8% | +$731 | 0.01% | 758 |
|
|
2017
Q2 | $9.24K | Buy |
158
+8
| +5% | +$468 | 0.01% | 762 |
|
|
2017
Q1 | $8.56K | Buy |
150
+10
| +7% | +$571 | 0.01% | 748 |
|
|
2016
Q4 | $7.59K | Hold |
140
| – | – | 0.01% | 757 |
|
|
2016
Q3 | $7.33K | Hold |
140
| – | – | 0.01% | 747 |
|
|
2016
Q2 | $7.04K | Hold |
140
| – | – | 0.01% | 708 |
|
|
2016
Q1 | $6.9K | Buy |
+140
| New | +$6.9K | 0.01% | 677 |
|