Mutual Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mutual Advisors, LLC holds 274,627 shares of SCHB stock, worth $7.07 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

274,627

Previous 233,482 17.62%

Holding current value

$7.07 Million

Previous $5.03 Million 30.2%

% of portfolio

0.18%

Previous 0.15%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$19.1 - $23.83 $785,869 - $980,485	41,145 Added 17.62%	274,627 $6.54 Million
Q1 2025 Apr 28, 2025	BUY	$21.23 - $23.75 $27,896 - $31,207	1,314 Added 0.57%	233,482 $5.03 Million
Q4 2024 Jan 17, 2025	BUY	$22.01 - $66.82 $115,970 - $352,074	5,269 Added 2.32%	232,168 $5.27 Million
Q3 2024 Oct 25, 2024	BUY	$59.93 - $66.52 $9.09 Million - $10.1 Million	151,701 Added 201.74%	226,899 $15.1 Million
Q2 2024 Jul 30, 2024	BUY	$57.57 - $63.3 $135,174 - $148,628	2,348 Added 3.22%	75,198 $4.73 Million
Q1 2024 May 02, 2024	BUY	$54.61 - $61.05 $224,392 - $250,854	4,109 Added 5.98%	72,850 $4.45 Million
Q4 2023 Jan 12, 2024	BUY	$47.61 - $55.91 $202,152 - $237,393	4,246 Added 6.58%	68,741 $3.83 Million
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $24,844 - $26,838	501 Added 0.78%	64,495 $3.22 Million
Q2 2023 Jul 31, 2023	BUY	$47.08 - $51.7 $261,717 - $287,400	5,559 Added 9.51%	63,994 $3.31 Million
Q1 2023 Apr 11, 2023	BUY	$44.47 - $49.23 $40,912 - $45,291	920 Added 1.6%	58,435 $2.8 Million
Q4 2022 Jan 12, 2023	SELL	$41.94 - $47.81 $354,057 - $403,612	-8,442 Reduced 12.8%	57,515 $0
Q3 2022 Nov 03, 2022	SELL	$41.99 - $50.63 $345,745 - $416,887	-8,234 Reduced 11.1%	65,957 $2.77 Million
Q2 2022 Aug 15, 2022	BUY	$42.93 - $53.98 $310,856 - $390,869	7,241 Added 10.82%	74,191 $3.28 Million
Q1 2022 May 09, 2022	BUY	$49.15 - $56.85 $1.66 Million - $1.92 Million	33,722 Added 101.49%	66,950 $3.57 Million
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $77,856 - $85,346	1,501 Added 4.73%	33,228 $3.76 Million
Q3 2021 Nov 15, 2021	SELL	$51.32 - $54.83 $20,887 - $22,315	-407 Reduced 1.27%	31,727 $3.3 Million
Q2 2021 Aug 12, 2021	SELL	$48.92 - $52.14 $1.18 Million - $1.26 Million	-24,142 Reduced 42.9%	32,134 $3.35 Million
Q1 2021 May 13, 2021	BUY	$44.89 - $48.81 $22,983 - $24,990	512 Added 0.92%	56,276 $5.44 Million
Q4 2020 Feb 11, 2021	BUY	$39.03 - $45.5 $40,357 - $47,047	1,034 Added 1.89%	55,764 $5.07 Million
Q3 2020 Nov 13, 2020	BUY	$36.93 - $42.52 $39,810 - $45,836	1,078 Added 2.01%	54,730 $4.36 Million
Q2 2020 Aug 05, 2020	BUY	$28.84 - $38.49 $378,467 - $505,104	13,123 Added 32.38%	53,652 $3.94 Million
Q1 2020 May 13, 2020	BUY	$26.18 - $40.44 $366,074 - $565,472	13,983 Added 52.67%	40,529 $2.45 Million
Q4 2019 Feb 11, 2020	BUY	$34.47 - $38.58 $151,874 - $169,983	4,406 Added 19.9%	26,546 $2.04 Million
Q3 2019 Nov 01, 2019	BUY	$35.32 - $36.13 $93,386 - $95,527	2,644 Added 13.56%	22,140 $1.57 Million
Q2 2019 Aug 15, 2019	BUY	N/A	2,600 Added 15.39%	19,496 $1.38 Million
Q1 2019 May 15, 2019	BUY	N/A	1,044 Added 6.59%	16,896 $1.15 Million
Q4 2018 Feb 15, 2019	BUY	N/A	421 Added 2.73%	15,852 $950,000
Q3 2018 Nov 15, 2018	BUY	N/A	199 Added 1.31%	15,431 $1.09 Million
Q2 2018 Aug 15, 2018	BUY	N/A	635 Added 4.35%	15,232 $1.01 Million
Q1 2018 May 11, 2018	BUY	N/A	867 Added 6.31%	14,597 $931,000
Q4 2017 Feb 12, 2018	BUY	N/A	13,730	13,730 $886,000

Others Institutions Holding SCHB

# of Institutions

1,347

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

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Mutual Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History