Mutual Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Mutual Advisors, LLC

  • $3.29 Billion
  • Q2 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Mutual Advisors, LLC holds 30,034 shares of SCHJ stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,034
Previous 28,964 3.69%
Holding current value
$1.48 Million
Previous $1.4 Million 3.65%
% of portfolio
0.04%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$47.73 - $48.35 $51,071 - $51,734
1,070 Added 3.69%
30,034 $1.45 Million
Q1 2024

May 02, 2024
BUY
$48.03 - $48.53 $763,004 - $770,947
15,886 Added 121.47%
28,964 $1.4 Million
Q4 2023

Jan 12, 2024
SELL
$46.51 - $48.38 $1,860 - $1,935
-40 Reduced 0.3%
13,078 $632,000
Q3 2023

Nov 13, 2023
SELL
$46.87 - $47.5 $15,092 - $15,295
-322 Reduced 2.4%
13,118 $616,000
Q2 2023

Jul 31, 2023
BUY
$47.14 - $47.79 $633,561 - $642,297
13,440 New
13,440 $635,000
Q4 2022

Jan 12, 2023
SELL
$45.76 - $47.27 $213,607 - $220,656
-4,668 Reduced 45.76%
5,533 $0
Q3 2022

Nov 03, 2022
SELL
$46.13 - $48.23 $75,007 - $78,421
-1,626 Reduced 13.75%
10,201 $472,000
Q2 2022

Aug 15, 2022
SELL
$46.81 - $48.49 $147,217 - $152,501
-3,145 Reduced 21.01%
11,827 $562,000
Q1 2022

May 09, 2022
SELL
$48.35 - $50.5 $1.29 Million - $1.35 Million
-26,724 Reduced 64.09%
14,972 $727,000
Q4 2021

Feb 14, 2022
SELL
$50.42 - $51.09 $247,814 - $251,107
-4,915 Reduced 10.54%
41,696 $2.11 Million
Q3 2021

Nov 15, 2021
BUY
$51.05 - $51.3 $122,162 - $122,760
2,393 Added 5.41%
46,611 $2.38 Million
Q2 2021

Aug 12, 2021
BUY
$50.92 - $51.3 $1.51 Million - $1.52 Million
29,606 Added 202.61%
44,218 $2.26 Million
Q1 2021

May 13, 2021
BUY
$50.81 - $51.4 $742,435 - $751,056
14,612 New
14,612 $745,000

Others Institutions Holding SCHJ

# of Institutions
97
Shares Held
4.63M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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