Mb, Levis & Associates, LLC Schwab Strategic Tr Us Dividen Transaction History

Mb, Levis & Associates, LLC

  • $231 Billion
  • Q3 2025

A detailed history of Mb, Levis & Associates, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 1,122 shares of SCHD stock, worth $29,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,122
Previous 4,336 74.12%
Holding current value
$29,811
Previous $115 Million 73.35%
% of portfolio
0.01%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$26.38 - $27.95 $84,785 - $89,831
-3,214 Reduced 74.12%
1,122 $30.6 Million
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $101,827 - $116,691
4,187 Added 2810.07%
4,336 $115 Million
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $675 - $713
25 Added 20.16%
149 $4.17 Million
Q4 2024

May 07, 2025
BUY
$26.93 - $84.95 $3,339 - $10,533
124 New
124 $3.39 Million

Others Institutions Holding SCHD

# of Institutions
2,015
Shares Held
843M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
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More about SCHD
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