Mutual Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Mutual Advisors, LLC

  • $3.06 Billion
  • Q1 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mutual Advisors, LLC holds 272,580 shares of SCHZ stock, worth $12.5 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
272,580
Previous 221,730 22.93%
Holding current value
$12.5 Million
Previous $10.3 Million 21.29%
% of portfolio
0.41%
Previous 0.36%

Shares

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

May 02, 2024
BUY
$45.44 - $46.67 $2.31 Million - $2.37 Million
50,850 Added 22.93%
272,580 $12.5 Million
Q4 2023

Jan 12, 2024
BUY
$43.09 - $46.83 $737,269 - $801,261
17,110 Added 8.36%
221,730 $10.3 Million
Q3 2023

Nov 13, 2023
SELL
$44.14 - $46.33 $713,478 - $748,878
-16,164 Reduced 7.32%
204,620 $9.05 Million
Q2 2023

Jul 31, 2023
BUY
$45.86 - $47.33 $125,472 - $129,494
2,736 Added 1.25%
220,784 $10.2 Million
Q1 2023

Apr 11, 2023
BUY
$45.33 - $47.44 $510,325 - $534,079
11,258 Added 5.44%
218,048 $10.2 Million
Q4 2022

Jan 12, 2023
BUY
$44.31 - $47.03 $298,870 - $317,217
6,745 Added 3.37%
206,790 $0
Q3 2022

Nov 03, 2022
SELL
N/A
-2,932 Reduced 1.44%
200,045 $9.06 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-11,999 Reduced 5.58%
202,977 $9.72 Million
Q1 2022

May 09, 2022
BUY
N/A
63,952 Added 42.35%
214,976 $10.9 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,725 Added 1.16%
151,024 $8.14 Million
Q3 2021

Nov 15, 2021
BUY
N/A
222 Added 0.15%
149,299 $8.1 Million
Q2 2021

Aug 12, 2021
BUY
N/A
36,317 Added 32.21%
149,077 $8.14 Million
Q1 2021

May 13, 2021
BUY
N/A
9,293 Added 8.98%
112,760 $6.08 Million
Q4 2020

Feb 11, 2021
BUY
N/A
9,524 Added 10.14%
103,467 $5.8 Million
Q3 2020

Nov 13, 2020
BUY
N/A
3,018 Added 3.32%
93,943 $5.27 Million
Q2 2020

Aug 05, 2020
BUY
N/A
5,329 Added 6.23%
90,925 $5.11 Million
Q1 2020

May 13, 2020
BUY
N/A
4,370 Added 5.38%
85,596 $4.65 Million
Q4 2019

Feb 11, 2020
BUY
N/A
19,369 Added 31.31%
81,226 $4.34 Million
Q3 2019

Nov 01, 2019
BUY
N/A
1,614 Added 2.68%
61,857 $3.33 Million
Q2 2019

Aug 15, 2019
BUY
N/A
7,213 Added 13.6%
60,243 $3.19 Million
Q1 2019

May 15, 2019
BUY
N/A
1,988 Added 3.89%
53,030 $2.75 Million
Q4 2018

Feb 15, 2019
BUY
N/A
765 Added 1.52%
51,042 $2.58 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-2,191 Reduced 4.18%
50,277 $2.53 Million
Q2 2018

Aug 15, 2018
BUY
N/A
933 Added 1.81%
52,468 $2.66 Million
Q1 2018

May 11, 2018
BUY
N/A
3,457 Added 7.19%
51,535 $2.63 Million
Q4 2017

Feb 12, 2018
BUY
N/A
48,078
48,078 $2.5 Million

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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