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

Mutual Advisors, LLC

$3.5 Billion
Q3 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 236,417 shares of SCHX stock, worth $5.53 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

236,417

Previous 74,934 215.5%

Holding current value

$5.53 Million

Previous $4.81 Million 233.19%

% of portfolio

0.46%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $9.87 Million - $11 Million	161,483 Added 215.5%	236,417 $16 Million
Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $16,025 - $17,684	-273 Reduced 0.36%	74,934 $4.81 Million
Q1 2024 May 02, 2024	SELL	$55.41 - $62.08 $69,761 - $78,158	-1,259 Reduced 1.65%	75,207 $4.67 Million
Q4 2023 Jan 12, 2024	BUY	$48.47 - $56.6 $22,199 - $25,922	458 Added 0.6%	76,466 $4.31 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $642,241 - $691,340	12,753 Added 20.16%	76,008 $3.85 Million
Q2 2023 Jul 31, 2023	BUY	$47.67 - $52.37 $2.27 Million - $2.49 Million	47,618 Added 304.52%	63,255 $3.31 Million
Q1 2023 Apr 11, 2023	BUY	$44.78 - $49.41 $28,211 - $31,128	630 Added 4.2%	15,637 $756,000
Q4 2022 Jan 12, 2023	SELL	$42.25 - $48.16 $86,443 - $98,535	-2,046 Reduced 12.0%	15,007 $0
Q3 2022 Nov 03, 2022	BUY	$42.35 - $51.01 $390,509 - $470,363	9,221 Added 117.73%	17,053 $722,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $34,029 - $42,790	785 Added 11.14%	7,832 $350,000
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $160,362 - $185,497	3,239 Added 85.06%	7,047 $379,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $15,985 - $17,645	308 Added 8.8%	3,808 $433,000
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $2.33 Million - $2.48 Million	-45,161 Reduced 92.81%	3,500 $364,000
Q2 2021 Aug 12, 2021	BUY	$48.62 - $52.01 $2.2 Million - $2.35 Million	45,165 Added 1291.91%	48,661 $5.06 Million
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $6,645 - $7,154	148 Added 4.42%	3,496 $336,000
Q4 2020 Feb 11, 2021	BUY	$39.35 - $45.48 $1,652 - $1,910	42 Added 1.27%	3,348 $305,000
Q3 2020 Nov 13, 2020	SELL	$37.26 - $43.03 $1,043 - $1,204	-28 Reduced 0.84%	3,306 $267,000
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $1,287 - $1,705	-44 Reduced 1.3%	3,334 $247,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $11,335 - $17,261	426 Added 14.43%	3,378 $207,000
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $101,607 - $113,770	2,952 New	2,952 $227,000

Others Institutions Holding SCHX

# of Institutions

1,351

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

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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