Mbe Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 15,268 shares of SCHM stock, worth $400,785. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,268
Previous 5,157
196.06%
Holding current value
$400,785
Previous $428,000
1.17%
% of portfolio
0.25%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.56 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$751 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$265 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$199 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio