Mutual Advisors, LLC Schwab Short Term Us Treasury Transaction History

Mutual Advisors, LLC

  • $3.06 Billion
  • Q1 2024

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 136,593 shares of SCHO stock, worth $6.55 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
136,593
Previous 122,617 11.4%
Holding current value
$6.55 Million
Previous $5.94 Million 10.86%
% of portfolio
0.21%
Previous 0.21%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $140,520 - $142,162
2,933 Added 3.12%
97,071 $0
Q3 2022

Nov 03, 2022
BUY
N/A
13,444 Added 16.66%
94,138 $4.54 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-6,002 Reduced 6.92%
80,694 $3.97 Million
Q1 2022

May 09, 2022
BUY
N/A
7,955 Added 10.1%
86,696 $4.3 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-32 Reduced 0.04%
78,741 $4 Million
Q3 2021

Nov 15, 2021
BUY
N/A
2,310 Added 3.02%
78,773 $4.03 Million
Q2 2021

Aug 12, 2021
BUY
N/A
16,677 Added 27.89%
76,463 $3.92 Million
Q1 2021

May 13, 2021
BUY
N/A
9,057 Added 17.85%
59,786 $3.07 Million
Q4 2020

Feb 11, 2021
BUY
N/A
8,301 Added 19.56%
50,729 $2.61 Million
Q3 2020

Nov 13, 2020
BUY
N/A
4,305 Added 11.29%
42,428 $2.19 Million
Q2 2020

Aug 05, 2020
BUY
N/A
5,883 Added 18.25%
38,123 $1.97 Million
Q1 2020

May 13, 2020
SELL
N/A
-17,570 Reduced 35.27%
32,240 $1.67 Million
Q4 2019

Feb 11, 2020
BUY
N/A
11,692 Added 30.67%
49,810 $2.51 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-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
613
Shares Held
168M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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