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

Mb, Levis & Associates, LLC

$231 Billion
Q3 2025

A detailed history of Mb, Levis & Associates, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 4,023 shares of SCHG stock, worth $127,690. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,023

Previous 4,020 0.07%

Holding current value

$127,690

Previous $117 Million 9.34%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$28.92 - $32.19 $86 - $96	3 Added 0.07%	4,023 $128 Million
Q2 2025 Jul 29, 2025	BUY	$22.27 - $29.21 $89 - $116	4 Added 0.1%	4,020 $117 Million
Q1 2025 May 07, 2025	BUY	$24.91 - $29.02 $124 - $145	5 Added 0.12%	4,016 $101 Million
Q4 2024 May 07, 2025	BUY	$25.93 - $105.3 $78,023 - $316,847	3,009 Added 300.3%	4,011 $112 Million
Q3 2024 May 07, 2025	BUY	$92.63 - $105.69 $185 - $211	2 Added 0.2%	1,002 $104 Million
Q1 2024 May 07, 2025	BUY	$80.6 - $93.32 $161 - $186	2 Added 0.2%	1,000 $92.7 Million
Q4 2023 May 07, 2025	BUY	$70.08 - $83.37 $70 - $83	1 Added 0.1%	998 $82.8 Million
Q3 2023 May 07, 2025	BUY	$71.99 - $78.02 $71 - $78	1 Added 0.1%	997 $72.5 Million
Q2 2023 May 07, 2025	BUY	$63.6 - $74.95 $63 - $74	1 Added 0.1%	996 $74.6 Million
Q1 2023 May 07, 2025	BUY	$54.19 - $65.17 $108 - $130	2 Added 0.2%	995 $64.8 Million
Q4 2022 May 07, 2025	BUY	$54.31 - $60.76 $53,929 - $60,334	993 New	993 $55.2 Million

Others Institutions Holding SCHG

# of Institutions

1,617

Shares Held

816M

Call Options Held

606K

Put Options Held

163K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Mb, Levis & Associates, LLC Schwab Strategic Tr Us Large C Transaction History