Mutual Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Mutual Advisors, LLC
- $3.73 Billion
- Q2 2025
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 165,888 shares of SCHI stock, worth $3.76 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
165,888
Previous 152,144
9.03%
Holding current value
$3.76 Million
Previous $3.42 Million
10.48%
% of portfolio
0.1%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding SCHI
# of Institutions
239Shares Held
48.5MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$192 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$169 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$144 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$129 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$54.2 Million0.02% of portfolio