Mbe Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Mbe Wealth Management, LLC

  • $160 Million
  • Q2 2024

A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 101,586 shares of SCHP stock, worth $5.39 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
101,586
Previous 98,523 3.11%
Holding current value
$5.39 Million
Previous $5.14 Million 2.82%
% of portfolio
3.31%
Previous 3.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$51.1 - $52.24 $156,519 - $160,011
3,063 Added 3.11%
101,586 $5.28 Million
Q1 2024

Apr 22, 2024
BUY
$51.32 - $52.45 $4.6 Million - $4.71 Million
89,720 Added 1019.2%
98,523 $5.14 Million
Q4 2023

Jan 29, 2024
BUY
$49.69 - $52.46 $437,421 - $461,805
8,803 New
8,803 $459,000
Q2 2022

Jul 19, 2022
SELL
N/A
-5,168 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
N/A
5,168 New
5,168 $314,000

Others Institutions Holding SCHP

# of Institutions
697
Shares Held
171M
Call Options Held
66.2K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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