Mbe Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 16,446 shares of SCHO stock, worth $397,664. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,446
Previous 8,223
100.0%
Holding current value
$397,664
Previous $402,000
1.74%
% of portfolio
0.23%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding SCHO
# of Institutions
663Shares Held
343MCall Options Held
56.5KPut Options Held
44.6K-
Bank Of America Corp Charlotte, NC160MShares$3.87 Billion0.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.3MShares$516 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY20.8MShares$502 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.3MShares$393 Million0.52% of portfolio
-
Envestnet Asset Management Inc7.21MShares$174 Million0.06% of portfolio