Mutual Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Mutual Advisors, LLC

  • $3.06 Billion
  • Q1 2024

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 41,984 shares of SCHQ stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
41,984
Previous 31,432 33.57%
Holding current value
$1.39 Million
Previous $1.1 Million 28.49%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$32.9 - $35.0 $347,160 - $369,320
10,552 Added 33.57%
41,984 $1.42 Million
Q4 2023

Jan 12, 2024
BUY
$29.71 - $35.56 $335,812 - $401,934
11,303 Added 56.15%
31,432 $1.1 Million
Q3 2023

Nov 13, 2023
BUY
$31.58 - $36.29 $17,811 - $20,467
564 Added 2.88%
20,129 $637,000
Q2 2023

Jul 31, 2023
BUY
$35.48 - $38.22 $694,166 - $747,774
19,565 New
19,565 $710,000

Others Institutions Holding SCHQ

# of Institutions
88
Shares Held
13M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email