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 101,478 shares of SCHP stock, worth $2.62 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares
101,478
Previous 101,586 0.11%
Holding current value
$2.62 Million
Previous $5.28 Million 3.01%
% of portfolio
3.11%
Previous 3.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$51.58 - $53.79 $5,570 - $5,809
-108 Reduced 0.11%
101,478 $5.44 Million
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
$55.59 - $60.15 $287,289 - $310,855
-5,168 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$59.94 - $62.99 $309,769 - $325,532
5,168 New
5,168 $314,000

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.