Mb, Levis & Associates, LLC SCHWAB STRATEGIC TR Transaction History

Mb, Levis & Associates, LLC

10,496

Previous 10,324 1.67%

$279 Million

Previous $270 Million 3.34%

0.12%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	N/A	172 Added 1.67%	10,496 $279 Million
Q1 2025 May 07, 2025	BUY	N/A	126 Added 1.24%	10,324 $270 Million
Q4 2024 May 07, 2025	BUY	N/A	5,215 Added 104.66%	10,198 $267 Million
Q3 2024 May 07, 2025	BUY	N/A	86 Added 1.76%	4,983 $267 Million
Q2 2024 May 07, 2025	BUY	N/A	92 Added 1.91%	4,897 $253 Million
Q1 2024 May 07, 2025	BUY	N/A	4,805 New	4,805 $251 Million

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