Mbe Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Mbe Wealth Management, LLC

  • $160 Million
  • Q2 2024

A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 15,776 shares of SCHD stock, worth $1.3 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
15,776
Previous 13,648 15.59%
Holding current value
$1.3 Million
Previous $1.1 Million 11.45%
% of portfolio
0.77%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $161,323 - $170,559
2,128 Added 15.59%
15,776 $1.23 Million
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $783,503 - $839,519
10,412 Added 321.76%
13,648 $1.1 Million
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $216,488 - $246,971
3,236 New
3,236 $246,000
Q2 2020

Aug 14, 2020
SELL
N/A
-225 Closed
0 $0
Q1 2020

May 07, 2020
BUY
N/A
225 New
225 $10,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
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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