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

Mb, Levis & Associates, LLC

  • $215 Billion
  • Q1 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 149 shares of SCHD stock, worth $3,847. This represents 0.0% of its overall portfolio holdings.

Number of Shares
149
Previous 124 20.16%
Holding current value
$3,847
Previous $3.39 Million 23.05%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,978
Shares Held
844M
Call Options Held
4.82M
Put Options Held
2.73M
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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