Mbe Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 6,108 shares of SCHX stock, worth $405,632. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,108
Previous 6,011
1.61%
Holding current value
$405,632
Previous $373,000
5.09%
% of portfolio
0.25%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.9 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.87 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$951 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$832 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$704 Million25.33% of portfolio