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

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mutual Advisors, LLC holds 239,406 shares of SCHX stock, worth $6.35 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

239,406

Previous 237,483 0.81%

Holding current value

$6.35 Million

Previous $5.8 Million 8.63%

% of portfolio

0.15%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.46 - $26.5 $47,036 - $50,959	1,923 Added 0.81%	239,406 $6.31 Million
Q2 2025 Jul 28, 2025	BUY	$19.6 - $24.44 $34,358 - $42,843	1,753 Added 0.74%	237,483 $5.8 Million
Q1 2025 Apr 28, 2025	BUY	$21.75 - $24.28 $9,178 - $10,246	422 Added 0.18%	235,730 $5.2 Million
Q4 2024 Jan 17, 2025	SELL	$22.4 - $68.28 $24,841 - $75,722	-1,109 Reduced 0.47%	235,308 $5.45 Million
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $9.87 Million - $11 Million	161,483 Added 215.5%	236,417 $16 Million

Q2 2024 Jul 30, 2024	SELL	$58.7 - $64.78 $16,025 - $17,684	-273 Reduced 0.36%	74,934 $4.81 Million
Q1 2024 May 02, 2024	SELL	$55.41 - $62.08 $69,761 - $78,158	-1,259 Reduced 1.65%	75,207 $4.67 Million
Q4 2023 Jan 12, 2024	BUY	$48.47 - $56.6 $22,199 - $25,922	458 Added 0.6%	76,466 $4.31 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $642,241 - $691,340	12,753 Added 20.16%	76,008 $3.85 Million
Q2 2023 Jul 31, 2023	BUY	$47.67 - $52.37 $2.27 Million - $2.49 Million	47,618 Added 304.52%	63,255 $3.31 Million
Q1 2023 Apr 11, 2023	BUY	$44.78 - $49.41 $28,211 - $31,128	630 Added 4.2%	15,637 $756,000
Q4 2022 Jan 12, 2023	SELL	$42.25 - $48.16 $86,443 - $98,535	-2,046 Reduced 12.0%	15,007 $0
Q3 2022 Nov 03, 2022	BUY	$42.35 - $51.01 $390,509 - $470,363	9,221 Added 117.73%	17,053 $722,000
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $34,029 - $42,790	785 Added 11.14%	7,832 $350,000
Q1 2022 May 09, 2022	BUY	$49.51 - $57.27 $160,362 - $185,497	3,239 Added 85.06%	7,047 $379,000
Q4 2021 Feb 14, 2022	BUY	$51.9 - $57.29 $15,985 - $17,645	308 Added 8.8%	3,808 $433,000
Q3 2021 Nov 15, 2021	SELL	$51.52 - $54.94 $2.33 Million - $2.48 Million	-45,161 Reduced 92.81%	3,500 $364,000
Q2 2021 Aug 12, 2021	BUY	$48.62 - $52.01 $2.2 Million - $2.35 Million	45,165 Added 1291.91%	48,661 $5.06 Million
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $6,645 - $7,154	148 Added 4.42%	3,496 $336,000
Q4 2020 Feb 11, 2021	BUY	$39.35 - $45.48 $1,652 - $1,910	42 Added 1.27%	3,348 $305,000
Q3 2020 Nov 13, 2020	SELL	$37.26 - $43.03 $1,043 - $1,204	-28 Reduced 0.84%	3,306 $267,000
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $1,287 - $1,705	-44 Reduced 1.3%	3,334 $247,000
Q1 2020 May 13, 2020	BUY	$26.61 - $40.52 $11,335 - $17,261	426 Added 14.43%	3,378 $207,000
Q4 2019 Feb 11, 2020	BUY	$34.42 - $38.54 $101,607 - $113,770	2,952 New	2,952 $227,000

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Tr Us Large C Transaction History