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

Mbe Wealth Management, LLC

$170 Million
Q4 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 244,887 shares of SCHP stock, worth $6.4 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares

244,887

Previous 101,478 141.32%

Holding current value

$6.4 Million

Previous $5.44 Million 16.23%

% of portfolio

3.72%

Previous 3.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.74 - $53.78 $3.69 Million - $7.71 Million	143,409 Added 141.32%	244,887 $6.33 Million
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

# of Institutions

666

Shares Held

200M

Call Options Held

60.2K

Put Options Held

1.3K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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