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

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

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 601,228 shares of SCHV stock, worth $17.3 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

601,228

Previous 594,324 1.16%

Holding current value

$17.3 Million

Previous $15.8 Million 5.3%

% of portfolio

0.45%

Previous 0.47%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$23.55 - $27.67 $162,589 - $191,033	6,904 Added 1.16%	601,228 $16.6 Million
Q1 2025 Apr 28, 2025	BUY	$25.77 - $27.6 $123,721 - $132,507	4,801 Added 0.81%	594,324 $15.8 Million
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

962

Shares Held

342M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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