Mutual Advisors, LLC Schwab Charles Corp Transaction History

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mutual Advisors, LLC holds 11,014 shares of SCHW stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,014

Previous 11,396 3.35%

Holding current value

$1.01 Million

Previous $1.04 Million 1.15%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$91.03 - $98.69 $34,773 - $37,699	-382 Reduced 3.35%	11,014 $1.05 Million
Q2 2025 Jul 28, 2025	BUY	$69.06 - $91.24 $2,555 - $3,375	37 Added 0.33%	11,396 $1.04 Million
Q1 2025 Apr 28, 2025	BUY	$71.24 - $83.64 $29,992 - $35,212	421 Added 3.85%	11,359 $889,000
Q4 2024 Jan 17, 2025	SELL	$63.31 - $82.85 $35,833 - $46,893	-566 Reduced 4.92%	10,938 $809,000
Q3 2024 Oct 25, 2024	BUY	$61.74 - $76.08 $22,041 - $27,160	357 Added 3.2%	11,504 $745,000

Q2 2024 Jul 30, 2024	SELL	$70.03 - $78.9 $33,544 - $37,793	-479 Reduced 4.12%	11,147 $821,000
Q1 2024 May 02, 2024	BUY	$61.89 - $72.38 $31,378 - $36,696	507 Added 4.56%	11,626 $841,000
Q4 2023 Jan 12, 2024	SELL	$49.33 - $70.98 $33,051 - $47,556	-670 Reduced 5.68%	11,119 $764,000
Q3 2023 Nov 13, 2023	SELL	$54.2 - $67.94 $77,072 - $96,610	-1,422 Reduced 10.76%	11,789 $647,000
Q2 2023 Jul 31, 2023	BUY	$47.37 - $57.14 $54,049 - $65,196	1,141 Added 9.45%	13,211 $748,000
Q1 2023 Apr 11, 2023	BUY	$51.91 - $85.6 $196,583 - $324,167	3,787 Added 45.72%	12,070 $632,000
Q4 2022 Jan 12, 2023	BUY	$67.43 - $83.26 $47,673 - $58,864	707 Added 9.33%	8,283 $0
Q3 2022 Nov 03, 2022	SELL	$21.16 - $74.92 $66,802 - $236,522	-3,157 Reduced 29.41%	7,576 $544,000
Q2 2022 Aug 15, 2022	BUY	$59.99 - $83.83 $294,610 - $411,689	4,911 Added 84.35%	10,733 $678,000
Q1 2022 May 09, 2022	SELL	$75.69 - $95.53 $3,330 - $4,203	-44 Reduced 0.75%	5,822 $491,000
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $13,986 - $16,391	191 Added 3.37%	5,866 $493,000
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $60,478 - $70,183	907 Added 19.02%	5,675 $413,000
Q2 2021 Aug 12, 2021	BUY	$63.69 - $76.01 $33,182 - $39,601	521 Added 12.27%	4,768 $347,000
Q1 2021 May 13, 2021	SELL	$51.54 - $67.65 $5,978 - $7,847	-116 Reduced 2.66%	4,247 $277,000
Q4 2020 Feb 11, 2021	BUY	$36.75 - $53.04 $160,340 - $231,413	4,363 New	4,363 $231,000

Others Institutions Holding SCHW

# of Institutions

2,510

Shares Held

1.42B

Call Options Held

15.3M

Put Options Held

19M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $167B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

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Mutual Advisors, LLC Schwab Charles Corp Transaction History