Sutton Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sutton Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$23.8M	Buy	1,411,176 +12,567	+0.9%	+$220K	11.71%	1
2023 Q2	$24.4M	Sell	1,398,609 -210	-0%	-$3.47K	11.83%	1
2023 Q1	$22.6M	Sell	1,398,819 -36,360	-3%	-$572K	12.05%	1
2022 Q4	$21.6M	Buy	1,435,179 +11,478	+0.8%	+$174K	8.23%	1
2022 Q3	$20.1M	Sell	1,423,701 -918	-0.1%	-$14.4K	8.18%	1
2022 Q2	$21.2M	Buy	1,424,619 +354	+0%	+$5.74K	8.42%	1
2022 Q1	$25.6M	Buy	1,424,265 +3,069	+0.2%	+$54.3K	8.8%	1
2021 Q4	$27M	Sell	1,421,196 -9,852	-0.7%	-$182K	8.99%	1
2021 Q3	$24.8M	Sell	1,431,048 -9,204	-0.6%	-$164K	9.16%	1
2021 Q2	$25M	Buy	1,440,252 +240	+0%	+$4.05K	9.12%	1
2021 Q1	$23M	Buy	1,440,012 +13,704	+1%	+$215K	9.07%	1
2020 Q4	$21.6M	Sell	1,426,308 -6,774	-0.5%	-$96.9K	9.17%	1
2020 Q3	$19.3M	Buy	1,433,082 +18,096	+1%	+$240K	9.32%	1
2020 Q2	$17.5M	Buy	1,414,986 +31,998	+2%	+$373K	9.14%	1
2020 Q1	$14.1M	Sell	1,382,988 -25,638	-2%	-$311K	8.88%	1
2019 Q4	$18M	Buy	1,408,626 +90,966	+7%	+$1.11M	9.24%	1
2019 Q3	$15.6M	Buy	1,317,660 +55,866	+4%	+$658K	8.7%	1
2019 Q2	$14.8M	Buy	1,261,794 +33,552	+3%	+$385K	8.48%	1
2019 Q1	$13.8M	Buy	1,228,242 +17,376	+1%	+$188K	8.08%	1
2018 Q4	$12M	Sell	1,210,866 -271,836	-18%	-$2.92M	7.77%	2
2018 Q3	$17.2M	Buy	1,482,702 +27,684	+2%	+$315K	11.26%	1
2018 Q2	$15.8M	Buy	1,455,018 +67,770	+5%	+$731K	10.96%	1
2018 Q1	$14.6M	Buy	1,387,248 +151,794	+12%	+$1.65M	10.44%	1
2017 Q4	$13.1M	Buy	1,235,454 +26,952	+2%	+$279K	9.62%	1
2017 Q3	$12.1M	Buy	1,208,502 +60,876	+5%	+$598K	9.23%	2
2017 Q2	$11M	Buy	1,147,626 +65,670	+6%	+$626K	8.75%	2
2017 Q1	$10.1M	Buy	1,081,956 +102,450	+10%	+$947K	8.5%	2
2016 Q4	$8.69M	Buy	979,506 +33,594	+4%	+$292K	7.78%	2
2016 Q3	$8.14M	Buy	945,912 +5,226	+0.6%	+$44.8K	7.43%	2
2016 Q2	$7.8M	Buy	940,686 +11,640	+1%	+$95.7K	7.37%	2
2016 Q1	$7.56M	Buy	+929,046	New	+$7.17M	7.17%	2

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Sutton Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.9% in Q3 2023, buying an estimated $220K and bringing the position to 1,411,176 shares worth $23.8M. The position accounts for 11.71% of the portfolio, ranked #1.

Sutton Wealth Advisors first reported a position in SCHX in Q1 2016 and has held it in 31 quarters since. The position peaked at $27M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

Sutton Wealth Advisors held 1,411,176 shares of Schwab US Large- Cap ETF worth $23.8M as of Q3 2023.
Sutton Wealth Advisors bought 12,567 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $220K.
Schwab US Large- Cap ETF made up 11.71% of Sutton Wealth Advisors's portfolio in Q3 2023, its #1 holding.
Sutton Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab US Large- Cap ETF position peaked at $27M in Q4 2021.
1,044 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

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