Mutual Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Mutual Advisors, LLC

$3.29 Billion
Q2 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mutual Advisors, LLC holds 13,888 shares of SCHA stock, worth $714,120. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,888

Previous 14,952 7.12%

Holding current value

$714,120

Previous $736,000 10.6%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$45.24 - $49.04 $48,135 - $52,178	-1,064 Reduced 7.12%	13,888 $658,000
Q1 2024 May 02, 2024	SELL	$44.84 - $49.24 $19,819 - $21,764	-442 Reduced 2.87%	14,952 $736,000
Q4 2023 Jan 12, 2024	BUY	$38.13 - $48.02 $8,426 - $10,612	221 Added 1.46%	15,394 $727,000
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $120,058 - $135,487	-2,939 Reduced 16.23%	15,173 $628,000
Q2 2023 Jul 31, 2023	SELL	$39.91 - $43.82 $50,605 - $55,563	-1,268 Reduced 6.54%	18,112 $793,000
Q1 2023 Apr 11, 2023	SELL	$39.82 - $46.36 $136,463 - $158,875	-3,427 Reduced 15.03%	19,380 $812,000
Q4 2022 Jan 12, 2023	SELL	$38.25 - $43.54 $402,543 - $458,214	-10,524 Reduced 31.57%	22,807 $0
Q3 2022 Nov 03, 2022	SELL	$37.65 - $45.9 $309,068 - $376,793	-8,209 Reduced 19.76%	33,331 $1.26 Million
Q2 2022 Aug 15, 2022	BUY	$37.88 - $48.01 $61,100 - $77,440	1,613 Added 4.04%	41,540 $1.62 Million
Q1 2022 May 09, 2022	BUY	$44.42 - $51.73 $886,445 - $1.03 Million	19,956 Added 99.92%	39,927 $1.89 Million
Q4 2021 Feb 14, 2022	SELL	$48.64 - $55.07 $729 - $826	-15 Reduced 0.08%	19,971 $2.05 Million
Q3 2021 Nov 15, 2021	SELL	$48.3 - $52.49 $97,566 - $106,029	-2,020 Reduced 9.18%	19,986 $2 Million
Q2 2021 Aug 12, 2021	SELL	$48.39 - $52.91 $380,732 - $416,295	-7,868 Reduced 26.34%	22,006 $2.29 Million
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $1.02 Million - $1.22 Million	23,262 Added 351.81%	29,874 $2.98 Million
Q4 2020 Feb 11, 2021	SELL	$34.66 - $45.17 $64,120 - $83,564	-1,850 Reduced 21.86%	6,612 $589,000
Q3 2020 Nov 13, 2020	BUY	$32.09 - $36.38 $19,061 - $21,609	594 Added 7.55%	8,462 $578,000
Q2 2020 Aug 05, 2020	BUY	$23.59 - $35.22 $34,229 - $51,104	1,451 Added 22.61%	7,868 $514,000
Q1 2020 May 13, 2020	BUY	$22.29 - $38.7 $13,017 - $22,600	584 Added 10.01%	6,417 $331,000
Q4 2019 Feb 11, 2020	BUY	$33.63 - $38.03 $196,163 - $221,828	5,833 New	5,833 $441,000

Others Institutions Holding SCHA

# of Institutions

1,119

Shares Held

230M

Call Options Held

44.7K

Put Options Held

32.4K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Schwab Strategic Tr Us Small C Transaction History