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 $807,765. This represents 0.03% of its overall portfolio holdings.

Number of Shares

31,578

Previous 31,241 1.08%

Holding current value

$807,765

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

1,011

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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