Mutual Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mutual Advisors, LLC holds 589,523 shares of SCHV stock, worth $15.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

589,523

Previous 575,894 2.37%

Holding current value

$15.5 Million

Previous $46.3 Million 66.8%

% of portfolio

0.46%

Previous 1.32%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.79 - $80.4 $351,491 - $1.1 Million	13,629 Added 2.37%	589,523 $15.4 Million
Q3 2024 Oct 25, 2024	BUY	$73.43 - $80.37 $28.2 Million - $30.8 Million	383,559 Added 199.42%	575,894 $46.3 Million
Q2 2024 Jul 30, 2024	BUY	$71.74 - $75.86 $5,667 - $5,992	79 Added 0.04%	192,335 $14.2 Million
Q1 2024 May 02, 2024	SELL	$68.82 - $75.98 $14,865 - $16,411	-216 Reduced 0.11%	192,256 $14.6 Million
Q4 2023 Jan 12, 2024	BUY	$61.16 - $70.24 $1.28 Million - $1.46 Million	20,852 Added 12.15%	192,472 $13.5 Million
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $174,852 - $188,255	-2,713 Reduced 1.56%	171,620 $11.1 Million
Q2 2023 Jul 31, 2023	SELL	$63.33 - $67.21 $329,316 - $349,491	-5,200 Reduced 2.9%	174,333 $11.7 Million
Q1 2023 Apr 11, 2023	SELL	$62.59 - $69.3 $242,536 - $268,537	-3,875 Reduced 2.11%	179,533 $11.8 Million
Q4 2022 Jan 12, 2023	SELL	$59.13 - $69.24 $159,710 - $187,017	-2,701 Reduced 1.45%	183,408 $0
Q3 2022 Nov 03, 2022	BUY	$58.51 - $69.02 $214,556 - $253,096	3,667 Added 2.01%	186,109 $10.9 Million
Q2 2022 Aug 15, 2022	SELL	$60.93 - $72.3 $271,747 - $322,458	-4,460 Reduced 2.39%	182,442 $11.4 Million
Q1 2022 May 09, 2022	SELL	$67.71 - $74.19 $459,073 - $503,008	-6,780 Reduced 3.5%	186,902 $13.3 Million
Q4 2021 Feb 14, 2022	SELL	$67.9 - $73.3 $64,437 - $69,561	-949 Reduced 0.49%	193,682 $14.2 Million
Q3 2021 Nov 15, 2021	BUY	$66.91 - $71.05 $303,972 - $322,780	4,543 Added 2.39%	194,631 $13.1 Million
Q2 2021 Aug 12, 2021	BUY	$65.81 - $69.75 $3.68 Million - $3.9 Million	55,973 Added 41.74%	190,088 $13 Million
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $185,053 - $206,960	3,152 Added 2.41%	134,115 $8.76 Million
Q4 2020 Feb 11, 2021	BUY	$50.83 - $59.53 $535,595 - $627,267	10,537 Added 8.75%	130,963 $7.8 Million
Q3 2020 Nov 13, 2020	BUY	$49.44 - $54.86 $388,054 - $430,596	7,849 Added 6.97%	120,426 $6.29 Million
Q2 2020 Aug 05, 2020	BUY	$42.21 - $55.29 $524,332 - $686,812	12,422 Added 12.4%	112,577 $5.64 Million
Q1 2020 May 13, 2020	BUY	$38.4 - $61.03 $477,158 - $758,358	12,426 Added 14.16%	100,155 $4.43 Million
Q4 2019 Feb 11, 2020	BUY	$54.73 - $60.25 $1.02 Million - $1.12 Million	18,613 Added 26.93%	87,729 $5.27 Million
Q3 2019 Nov 01, 2019	BUY	$56.56 - $57.5 $186,138 - $189,232	3,291 Added 5.0%	69,116 $3.92 Million
Q2 2019 Aug 15, 2019	BUY	N/A	5,360 Added 8.86%	65,825 $3.7 Million
Q1 2019 May 15, 2019	BUY	N/A	774 Added 1.3%	60,465 $3.31 Million
Q4 2018 Feb 15, 2019	BUY	N/A	27,189 Added 83.65%	59,691 $2.94 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-924 Reduced 2.76%	32,502 $1.82 Million
Q2 2018 Aug 15, 2018	BUY	N/A	3,019 Added 9.93%	33,426 $1.78 Million
Q1 2018 May 11, 2018	BUY	N/A	5,930 Added 24.23%	30,407 $1.61 Million
Q4 2017 Feb 12, 2018	BUY	N/A	24,477	24,477 $1.34 Million

Others Institutions Holding SCHV

# of Institutions

885

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Mutual Advisors, LLC Schwab Strategic Tr Us Large C Transaction History