Mbe Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 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 5,737 shares of SCHM stock, worth $453,452. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,737
Previous 5,971
3.92%
Holding current value
$453,452
Previous $486,000
8.23%
% of portfolio
0.28%
Previous 0.31%
Shares
10 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.68 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$794 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$251 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$180 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$176 Million2.77% of portfolio