Mutual Advisors, LLC Schwab Strategic Tr Long Term Transaction History
Mutual Advisors, LLC
- $4.2 Billion
- Q3 2025
A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Mutual Advisors, LLC holds 61,117 shares of SCHQ stock, worth $1.97 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,117
Previous 58,344
4.75%
Holding current value
$1.97 Million
Previous $1.86 Million
6.13%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SCHQ
# of Institutions
117Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.02MShares$97 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.38MShares$44.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA830KShares$26.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY614KShares$19.7 Million0.0% of portfolio