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

Mbe Wealth Management, LLC

$170 Million
Q4 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 46,215 shares of SCHD stock, worth $1.29 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

46,215

Previous 15,197 204.11%

Holding current value

$1.29 Million

Previous $1.28 Million 1.71%

% of portfolio

0.74%

Previous 0.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Account

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