Mutual Advisors, LLC Schwab Strategic Tr Long Term Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Mutual Advisors, LLC holds 51,501 shares of SCHQ stock, worth $1.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

51,501

Previous 48,633 5.9%

Holding current value

$1.63 Million

Previous $1.7 Million 4.88%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$31.33 - $35.13 $89,854 - $100,752	2,868 Added 5.9%	51,501 $1.62 Million
Q3 2024 Oct 25, 2024	BUY	$32.17 - $35.98 $201,223 - $225,054	6,255 Added 14.76%	48,633 $1.7 Million
Q2 2024 Jul 30, 2024	BUY	$31.45 - $33.71 $12,391 - $13,281	394 Added 0.94%	42,378 $1.39 Million
Q1 2024 May 02, 2024	BUY	$32.9 - $35.0 $347,160 - $369,320	10,552 Added 33.57%	41,984 $1.42 Million
Q4 2023 Jan 12, 2024	BUY	$29.71 - $35.56 $335,812 - $401,934	11,303 Added 56.15%	31,432 $1.1 Million
Q3 2023 Nov 13, 2023	BUY	$31.58 - $36.29 $17,811 - $20,467	564 Added 2.88%	20,129 $637,000
Q2 2023 Jul 31, 2023	BUY	$35.48 - $38.22 $694,166 - $747,774	19,565 New	19,565 $710,000

Others Institutions Holding SCHQ

# of Institutions

102

Shares Held

14.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Mutual Advisors, LLC Schwab Strategic Tr Long Term Transaction History