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

Mbe Wealth Management, LLC

  • $212 Million
  • Q3 2025

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 167,068 shares of SCHD stock, worth $4.55 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
167,068
Previous 185,079 9.73%
Holding current value
$4.55 Million
Previous $4.9 Million 7.01%
% of portfolio
2.15%
Previous 2.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$26.38 - $27.95 $475,130 - $503,407
-18,011 Reduced 9.73%
167,068 $4.56 Million
Q2 2025

Jul 16, 2025
BUY
$24.32 - $27.87 $148,862 - $170,592
6,121 Added 3.42%
185,079 $4.9 Million
Q1 2025

Apr 22, 2025
BUY
$27.01 - $28.54 $3.59 Million - $3.79 Million
132,743 Added 287.23%
178,958 $5 Million
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $835,314 - $2.63 Million
31,018 Added 204.11%
46,215 $1.26 Million
Q3 2024

Oct 21, 2024
SELL
$77.02 - $85.06 $44,594 - $49,249
-579 Reduced 3.67%
15,197 $1.28 Million
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
$43.56 - $56.5 $9,801 - $12,712
-225 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$39.5 - $59.28 $8,887 - $13,338
225 New
225 $10,000

Others Institutions Holding SCHD

# of Institutions
2,059
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
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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