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

Mb, Levis & Associates, LLC

  • $228 Billion
  • Q2 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 4,336 shares of SCHD stock, worth $116,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,336
Previous 149 2810.07%
Holding current value
$116,551
Previous $4.17 Million 2656.37%
% of portfolio
0.05%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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