Mbe Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History
Mbe Wealth Management, LLC
- $209 Million
- Q2 2025
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 96,470 shares of SCHE stock, worth $3.24 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
96,470
Previous 93,985
2.64%
Holding current value
$3.24 Million
Previous $2.59 Million
12.2%
% of portfolio
1.39%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio