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

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mutual Advisors, LLC holds 23,311 shares of SCHA stock, worth $639,420. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,311

Previous 24,375 4.37%

Holding current value

$639,420

Previous $616,000 5.52%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$25.29 - $28.33 $26,908 - $30,143	-1,064 Reduced 4.37%	23,311 $650,000
Q2 2025 Jul 28, 2025	SELL	$20.42 - $25.3 $3,430 - $4,250	-168 Reduced 0.68%	24,375 $616,000
Q1 2025 Apr 28, 2025	SELL	$23.16 - $27.04 $19,894 - $23,227	-859 Reduced 3.38%	24,543 $575,000
Q4 2024 Jan 17, 2025	SELL	$25.33 - $51.16 $57,727 - $116,593	-2,279 Reduced 8.23%	25,402 $656,000
Q3 2024 Oct 25, 2024	BUY	$46.9 - $51.96 $646,891 - $716,684	13,793 Added 99.32%	27,681 $1.43 Million

Q2 2024 Jul 30, 2024	SELL	$45.24 - $49.04 $48,135 - $52,178	-1,064 Reduced 7.12%	13,888 $658,000
Q1 2024 May 02, 2024	SELL	$44.84 - $49.24 $19,819 - $21,764	-442 Reduced 2.87%	14,952 $736,000
Q4 2023 Jan 12, 2024	BUY	$38.13 - $48.02 $8,426 - $10,612	221 Added 1.46%	15,394 $727,000
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $120,058 - $135,487	-2,939 Reduced 16.23%	15,173 $628,000
Q2 2023 Jul 31, 2023	SELL	$39.91 - $43.82 $50,605 - $55,563	-1,268 Reduced 6.54%	18,112 $793,000
Q1 2023 Apr 11, 2023	SELL	$39.82 - $46.36 $136,463 - $158,875	-3,427 Reduced 15.03%	19,380 $812,000
Q4 2022 Jan 12, 2023	SELL	$38.25 - $43.54 $402,543 - $458,214	-10,524 Reduced 31.57%	22,807 $0
Q3 2022 Nov 03, 2022	SELL	$37.65 - $45.9 $309,068 - $376,793	-8,209 Reduced 19.76%	33,331 $1.26 Million
Q2 2022 Aug 15, 2022	BUY	$37.88 - $48.01 $61,100 - $77,440	1,613 Added 4.04%	41,540 $1.62 Million
Q1 2022 May 09, 2022	BUY	$44.42 - $51.73 $886,445 - $1.03 Million	19,956 Added 99.92%	39,927 $1.89 Million
Q4 2021 Feb 14, 2022	SELL	$48.64 - $55.07 $729 - $826	-15 Reduced 0.08%	19,971 $2.05 Million
Q3 2021 Nov 15, 2021	SELL	$48.3 - $52.49 $97,566 - $106,029	-2,020 Reduced 9.18%	19,986 $2 Million
Q2 2021 Aug 12, 2021	SELL	$48.39 - $52.91 $380,732 - $416,295	-7,868 Reduced 26.34%	22,006 $2.29 Million
Q1 2021 May 13, 2021	BUY	$43.89 - $52.63 $1.02 Million - $1.22 Million	23,262 Added 351.81%	29,874 $2.98 Million
Q4 2020 Feb 11, 2021	SELL	$34.66 - $45.17 $64,120 - $83,564	-1,850 Reduced 21.86%	6,612 $589,000
Q3 2020 Nov 13, 2020	BUY	$32.09 - $36.38 $19,061 - $21,609	594 Added 7.55%	8,462 $578,000
Q2 2020 Aug 05, 2020	BUY	$23.59 - $35.22 $34,229 - $51,104	1,451 Added 22.61%	7,868 $514,000
Q1 2020 May 13, 2020	BUY	$22.29 - $38.7 $13,017 - $22,600	584 Added 10.01%	6,417 $331,000
Q4 2019 Feb 11, 2020	BUY	$33.63 - $38.03 $196,163 - $221,828	5,833 New	5,833 $441,000

Others Institutions Holding SCHA

# of Institutions

1,328

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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