SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

Mutual Advisors, LLC's Holding History (CIK: 0001694080)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 599,323 Value ($000) $17,746 Avg Close Range
Q3 2025
Shares 606,334 Value ($000) $17,705 Avg Close Range
Q2 2025
Shares 601,228 Value ($000) $17,069 Avg Close Range
Q1 2025
Shares 594,324 Value ($000) $15,185 Avg Close Range
Q4 2024
Shares 589,523 Value ($000) $15,740 Avg Close Range
Q3 2024
Shares 575,894 Value ($000) $15,497 Avg Close Range
Q2 2024
Shares 192,335 Value ($000) $14,771 Avg Close Range
Q1 2024
Shares 192,256 Value ($000) $14,608 Avg Close Range
Q4 2023
Shares 192,472 Value ($000) $13,492 Avg Close Range
Q3 2023
Shares 171,620 Value ($000) $11,063 Avg Close Range
Q2 2023
Shares 174,333 Value ($000) $11,696 Avg Close Range
Q1 2023
Shares 179,533 Value ($000) $11,774 Avg Close Range
Q4 2022
Shares 183,408 Value ($000) $12,109 Avg Close Range
Q3 2022
Shares 186,109 Value ($000) $10,889 Avg Close Range
Q2 2022
Shares 182,442 Value ($000) $11,388 Avg Close Range
Q1 2022
Shares 186,902 Value ($000) $13,343 Avg Close Range
Q4 2021
Shares 193,682 Value ($000) $14,181 Avg Close Range
Q3 2021
Shares 194,631 Value ($000) $13,134 Avg Close Range
Q2 2021
Shares 190,088 Value ($000) $12,996 Avg Close Range
Q1 2021
Shares 134,115 Value ($000) $8,755 Avg Close Range
Q4 2020
Shares 130,963 Value ($000) $7,796 Avg Close Range
Q3 2020
Shares 120,426 Value ($000) $6,285 Avg Close Range
Q2 2020
Shares 112,577 Value ($000) $5,641 Avg Close Range
Q1 2020
Shares 100,155 Value ($000) $4,434 Avg Close Range
Q4 2019
Shares 87,729 Value ($000) $5,274 Avg Close Range
Q3 2019
Shares 69,116 Value ($000) $3,921 Avg Close Range
Q2 2019
Shares 65,825 Value ($000) $3,695 Avg Close Range
Q1 2019
Shares 60,465 Value ($000) $3,310 Avg Close Range
Q4 2018
Shares 59,691 Value ($000) $2,942 Avg Close Range
Q3 2018
Shares 32,502 Value ($000) $1,823 Avg Close Range
Q2 2018
Shares 33,426 Value ($000) $1,776 Avg Close Range
Q1 2018
Shares 30,407 Value ($000) $1,607 Avg Close Range
Q4 2017
Shares 24,477 Value ($000) $1,338 Avg Close Range