Mutual Advisors, LLC Schwab Short Term Us Treasury Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mutual Advisors, LLC holds 409,092 shares of SCHO stock, worth $9.99 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

409,092

Previous 384,034 6.52%

Holding current value

$9.99 Million

Previous $9.35 Million 6.7%

% of portfolio

0.27%

Previous 0.28%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$24.19 - $24.45 $606,153 - $612,668	25,058 Added 6.52%	409,092 $9.97 Million
Q1 2025 Apr 28, 2025	BUY	$24.1 - $24.34 $262,810 - $265,427	10,905 Added 2.92%	384,034 $9.35 Million
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $1.07 Million - $2.17 Million	44,316 Added 13.48%	373,129 $8.98 Million
Q3 2024 Oct 25, 2024	BUY	$47.93 - $49.06 $8.27 Million - $8.47 Million	172,578 Added 110.46%	328,813 $16.1 Million
Q2 2024 Jul 30, 2024	BUY	$47.75 - $48.13 $937,905 - $945,369	19,642 Added 14.38%	156,235 $7.52 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $671,546 - $679,652	13,976 Added 11.4%	136,593 $6.59 Million
Q4 2023 Jan 12, 2024	BUY	$47.66 - $48.45 $798,972 - $812,215	16,764 Added 15.84%	122,617 $5.94 Million
Q3 2023 Nov 13, 2023	SELL	$47.78 - $48.2 $85,765 - $86,519	-1,795 Reduced 1.67%	105,853 $5.07 Million
Q2 2023 Jul 31, 2023	BUY	$48.06 - $48.89 $584,794 - $594,893	12,168 Added 12.74%	107,648 $5.17 Million
Q1 2023 Apr 11, 2023	SELL	$47.8 - $49.0 $76,049 - $77,959	-1,591 Reduced 1.64%	95,480 $4.66 Million
Q4 2022 Jan 12, 2023	BUY	$47.89 - $48.47 $140,461 - $142,162	2,933 Added 3.12%	97,071 $0
Q3 2022 Nov 03, 2022	BUY	$48.15 - $49.37 $647,328 - $663,730	13,444 Added 16.66%	94,138 $4.54 Million
Q2 2022 Aug 15, 2022	SELL	$48.73 - $49.59 $292,477 - $297,639	-6,002 Reduced 6.92%	80,694 $3.97 Million
Q1 2022 May 09, 2022	BUY	$49.47 - $50.82 $393,533 - $404,273	7,955 Added 10.1%	86,696 $4.3 Million
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $1,626 - $1,638	-32 Reduced 0.04%	78,741 $4 Million
Q3 2021 Nov 15, 2021	BUY	$51.18 - $51.3 $118,225 - $118,503	2,310 Added 3.02%	78,773 $4.03 Million
Q2 2021 Aug 12, 2021	BUY	$51.19 - $51.33 $853,695 - $856,030	16,677 Added 27.89%	76,463 $3.92 Million
Q1 2021 May 13, 2021	BUY	$51.27 - $51.41 $464,352 - $465,620	9,057 Added 17.85%	59,786 $3.07 Million
Q4 2020 Feb 11, 2021	BUY	$51.37 - $51.48 $426,422 - $427,335	8,301 Added 19.56%	50,729 $2.61 Million
Q3 2020 Nov 13, 2020	BUY	$51.49 - $51.63 $221,664 - $222,267	4,305 Added 11.29%	42,428 $2.19 Million
Q2 2020 Aug 05, 2020	BUY	$51.53 - $51.71 $303,150 - $304,209	5,883 Added 18.25%	38,123 $1.97 Million
Q1 2020 May 13, 2020	SELL	$50.48 - $51.73 $886,933 - $908,896	-17,570 Reduced 35.27%	32,240 $1.67 Million
Q4 2019 Feb 11, 2020	BUY	$50.38 - $50.71 $589,042 - $592,901	11,692 Added 30.67%	49,810 $2.51 Million
Q3 2019 Nov 01, 2019	SELL	$50.39 - $50.59 $1.52 Million - $1.53 Million	-30,252 Reduced 44.25%	38,118 $1.93 Million
Q2 2019 Aug 15, 2019	BUY	N/A	40,401 Added 144.45%	68,370 $3.46 Million
Q1 2019 May 15, 2019	BUY	N/A	7,281 Added 35.19%	27,969 $1.4 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-1,794 Reduced 7.98%	20,688 $1.03 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-451 Reduced 1.97%	22,482 $1.11 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-5,873 Reduced 20.39%	22,933 $1.14 Million
Q1 2018 May 11, 2018	SELL	N/A	-1,877 Reduced 6.12%	28,806 $1.44 Million
Q4 2017 Feb 12, 2018	BUY	N/A	30,683	30,683 $1.54 Million

Others Institutions Holding SCHO

# of Institutions

708

Shares Held

320M

Call Options Held

98.6K

Put Options Held

70.3K

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About SCHWAB SHORT-TERM US TREASURY

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Mutual Advisors, LLC Schwab Short Term Us Treasury Transaction History