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 48,633 shares of SCHQ stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
48,633
Previous 42,378 14.76%
Holding current value
$1.63 Million
Previous $1.39 Million 22.37%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$32.17 - $35.98 $201,223 - $225,054
6,255 Added 14.76%
48,633 $1.7 Million
Q2 2024

Jul 30, 2024

BUY
$31.45 - $33.71 $12,391 - $13,281
394 Added 0.94%
42,378 $1.39 Million
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

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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