Mutual Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Mutual Advisors, LLC

$3.29 Billion
Q2 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Mutual Advisors, LLC holds 46,920 shares of SCHI stock, worth $2.14 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

46,920

Previous 41,649 12.66%

Holding current value

$2.14 Million

Previous $1.85 Million 11.72%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$43.11 - $44.42 $227,232 - $234,137	5,271 Added 12.66%	46,920 $2.07 Million
Q1 2024 May 02, 2024	BUY	$43.87 - $44.99 $1.41 Million - $1.45 Million	32,146 Added 338.27%	41,649 $1.85 Million
Q4 2023 Jan 12, 2024	BUY	$40.96 - $45.17 $389,242 - $429,250	9,503 New	9,503 $427,000
Q1 2022 May 09, 2022	SELL	$47.33 - $51.36 $386,828 - $419,765	-8,173 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$51.18 - $52.35 $260,147 - $266,095	-5,083 Reduced 38.34%	8,173 $422,000
Q3 2021 Nov 15, 2021	SELL	$52.2 - $53.14 $358,248 - $364,699	-6,863 Reduced 34.11%	13,256 $692,000
Q2 2021 Aug 12, 2021	SELL	$51.28 - $52.56 $170,198 - $174,446	-3,319 Reduced 14.16%	20,119 $1.06 Million
Q1 2021 May 13, 2021	BUY	$51.17 - $53.57 $1.2 Million - $1.26 Million	23,438 New	23,438 $1.2 Million

Others Institutions Holding SCHI

# of Institutions

192

Shares Held

135M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Mutual Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History