Mutual Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Mutual Advisors, LLC holds 152,144 shares of SCHI stock, worth $3.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
152,144
Previous 124,213 22.49%
Holding current value
$3.41 Million
Previous $2.74 Million 24.66%
% of portfolio
0.1%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$21.77 - $22.56 $608,057 - $630,123
27,931 Added 22.49%
152,144 $3.42 Million
Q4 2024

Jan 17, 2025
BUY
$22.02 - $46.16 $67,227 - $140,926
3,053 Added 2.52%
124,213 $2.74 Million
Q3 2024

Oct 25, 2024
BUY
$43.73 - $46.29 $3.25 Million - $3.44 Million
74,240 Added 158.23%
121,160 $5.59 Million
Q2 2024

Jul 30, 2024
BUY
$43.11 - $44.42 $227,232 - $234,137
5,271 Added 12.66%
46,920 $2.07 Million
Q1 2024

May 02, 2024
BUY
$43.87 - $44.99 $1.41 Million - $1.45 Million
32,146 Added 338.27%
41,649 $1.85 Million
Q4 2023

Jan 12, 2024
BUY
$40.96 - $45.17 $389,242 - $429,250
9,503 New
9,503 $427,000
Q1 2022

May 09, 2022
SELL
$47.33 - $51.36 $386,828 - $419,765
-8,173 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$51.18 - $52.35 $260,147 - $266,095
-5,083 Reduced 38.34%
8,173 $422,000
Q3 2021

Nov 15, 2021
SELL
$52.2 - $53.14 $358,248 - $364,699
-6,863 Reduced 34.11%
13,256 $692,000
Q2 2021

Aug 12, 2021
SELL
$51.28 - $52.56 $170,198 - $174,446
-3,319 Reduced 14.16%
20,119 $1.06 Million
Q1 2021

May 13, 2021
BUY
$51.17 - $53.57 $1.2 Million - $1.26 Million
23,438 New
23,438 $1.2 Million

Others Institutions Holding SCHI

# of Institutions
226
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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