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

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2025	SELL	$44.84 - $49.24 $3,363 - $3,693	-75 Closed	0 $0
Q4 2023 May 07, 2025	BUY	$38.13 - $48.02 $2,859 - $3,601	75 New	75 $3.54 Million

Others Institutions Holding SCHA

# of Institutions

1,261

Shares Held

266M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.06 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$578 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$314 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$240 Million
2.07% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.1M
Shares

$116 Million
0.28% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.