Mutual Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Mutual Advisors, LLC holds 58,869 shares of SCHJ stock, worth $1.44 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

58,869

Previous 58,990 0.21%

Holding current value

$1.44 Million

Previous $2.93 Million 50.96%

% of portfolio

0.04%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$24.31 - $49.53 $2,941 - $5,993	-121 Reduced 0.21%	58,869 $1.44 Million
Q3 2024 Oct 25, 2024	BUY	$48.09 - $49.69 $1.39 Million - $1.44 Million	28,956 Added 96.41%	58,990 $2.93 Million
Q2 2024 Jul 30, 2024	BUY	$47.73 - $48.35 $51,071 - $51,734	1,070 Added 3.69%	30,034 $1.45 Million
Q1 2024 May 02, 2024	BUY	$48.03 - $48.53 $763,004 - $770,947	15,886 Added 121.47%	28,964 $1.4 Million
Q4 2023 Jan 12, 2024	SELL	$46.51 - $48.38 $1,860 - $1,935	-40 Reduced 0.3%	13,078 $632,000
Q3 2023 Nov 13, 2023	SELL	$46.87 - $47.5 $15,092 - $15,295	-322 Reduced 2.4%	13,118 $616,000
Q2 2023 Jul 31, 2023	BUY	$47.14 - $47.79 $633,561 - $642,297	13,440 New	13,440 $635,000
Q4 2022 Jan 12, 2023	SELL	$45.76 - $47.27 $213,607 - $220,656	-4,668 Reduced 45.76%	5,533 $0
Q3 2022 Nov 03, 2022	SELL	$46.13 - $48.23 $75,007 - $78,421	-1,626 Reduced 13.75%	10,201 $472,000
Q2 2022 Aug 15, 2022	SELL	$46.81 - $48.49 $147,217 - $152,501	-3,145 Reduced 21.01%	11,827 $562,000
Q1 2022 May 09, 2022	SELL	$48.35 - $50.5 $1.29 Million - $1.35 Million	-26,724 Reduced 64.09%	14,972 $727,000
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $247,814 - $251,107	-4,915 Reduced 10.54%	41,696 $2.11 Million
Q3 2021 Nov 15, 2021	BUY	$51.05 - $51.3 $122,162 - $122,760	2,393 Added 5.41%	46,611 $2.38 Million
Q2 2021 Aug 12, 2021	BUY	$50.92 - $51.3 $1.51 Million - $1.52 Million	29,606 Added 202.61%	44,218 $2.26 Million
Q1 2021 May 13, 2021	BUY	$50.81 - $51.4 $742,435 - $751,056	14,612 New	14,612 $745,000

Others Institutions Holding SCHJ

# of Institutions

116

Shares Held

6.79M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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Mutual Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History