Mutual Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mutual Advisors, LLC holds 31,578 shares of SCHM stock, worth $913,867. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,578

Previous 31,241 1.08%

Holding current value

$913,867

Previous $2.6 Million 66.28%

% of portfolio

0.03%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $9,280 - $27,984	337 Added 1.08%	31,578 $875,000
Q3 2024 Oct 25, 2024	SELL	$75.47 - $83.18 $1.5 Million - $1.65 Million	-19,895 Reduced 38.91%	31,241 $2.6 Million
Q2 2024 Jul 30, 2024	BUY	$75.69 - $81.19 $361,571 - $387,844	4,777 Added 10.3%	51,136 $3.98 Million
Q1 2024 May 02, 2024	SELL	$72.89 - $81.43 $521,017 - $582,061	-7,148 Reduced 13.36%	46,359 $3.78 Million
Q4 2023 Jan 12, 2024	BUY	$63.01 - $75.95 $491,793 - $592,789	7,805 Added 17.08%	53,507 $4.03 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $761,350 - $843,815	11,406 Added 33.26%	45,702 $3.09 Million
Q2 2023 Jul 31, 2023	SELL	$65.29 - $71.03 $339,769 - $369,640	-5,204 Reduced 13.17%	34,296 $2.44 Million
Q1 2023 Apr 11, 2023	SELL	$64.24 - $73.9 $768,117 - $883,622	-11,957 Reduced 23.24%	39,500 $2.68 Million
Q4 2022 Jan 12, 2023	BUY	$61.05 - $69.94 $121,672 - $139,390	1,993 Added 4.03%	51,457 $0
Q3 2022 Nov 03, 2022	SELL	$60.5 - $72.51 $166,617 - $199,692	-2,754 Reduced 5.27%	49,464 $2.99 Million
Q2 2022 Aug 15, 2022	BUY	$60.91 - $76.4 $461,210 - $578,500	7,572 Added 16.96%	52,218 $3.28 Million
Q1 2022 May 09, 2022	SELL	$70.66 - $80.89 $1.22 Million - $1.4 Million	-17,278 Reduced 27.9%	44,646 $3.39 Million
Q4 2021 Feb 14, 2022	SELL	$76.01 - $83.39 $133,473 - $146,432	-1,756 Reduced 2.76%	61,924 $4.98 Million
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $1.37 Million - $1.49 Million	18,391 Added 40.61%	63,680 $4.88 Million
Q2 2021 Aug 12, 2021	BUY	$74.64 - $79.12 $660,041 - $699,658	8,843 Added 24.26%	45,289 $3.55 Million
Q1 2021 May 13, 2021	BUY	$67.07 - $76.85 $2.44 Million - $2.8 Million	36,446 New	36,446 $2.71 Million

Others Institutions Holding SCHM

# of Institutions

964

Shares Held

156M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History