Mutual Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Mutual Advisors, LLC

$3.29 Billion
Q2 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Mutual Advisors, LLC holds 9,792 shares of SCHC stock, worth $378,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,792

Previous 9,777 0.15%

Holding current value

$378,167

Previous $350,000 0.57%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$34.12 - $36.71 $511 - $550	15 Added 0.15%	9,792 $348,000
Q1 2024 May 02, 2024	BUY	$33.2 - $35.86 $324,596 - $350,603	9,777 New	9,777 $350,000
Q1 2022 May 09, 2022	SELL	$34.89 - $41.24 $317,673 - $375,490	-9,105 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$39.06 - $43.63 $26,521 - $29,624	679 Added 8.06%	9,105 $373,000
Q3 2021 Nov 15, 2021	BUY	$40.41 - $44.08 $22,791 - $24,861	564 Added 7.17%	8,426 $350,000
Q2 2021 Aug 12, 2021	BUY	$40.16 - $43.04 $160 - $172	4 Added 0.05%	7,862 $327,000
Q1 2021 May 13, 2021	BUY	$37.4 - $40.42 $39,045 - $42,198	1,044 Added 15.32%	7,858 $310,000
Q4 2020 Feb 11, 2021	SELL	$31.39 - $37.85 $39,990 - $48,220	-1,274 Reduced 15.75%	6,814 $257,000
Q3 2020 Nov 13, 2020	SELL	$29.72 - $33.44 $11,709 - $13,175	-394 Reduced 4.65%	8,088 $263,000
Q2 2020 Aug 05, 2020	BUY	$23.02 - $31.17 $195,255 - $264,383	8,482 New	8,482 $251,000
Q3 2019 Nov 01, 2019	SELL	$31.72 - $32.37 $535,750 - $546,729	-16,890 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	16,890 New	16,890 $551,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

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 Intl Small Transaction History