Mbe Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 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 6,157 shares of SCHX stock, worth $144,073. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,157
Previous 6,108 0.8%
Holding current value
$144,073
Previous $392,000 6.38%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 21, 2024
BUY
$61.11 - $67.85 $2,994 - $3,324
49 Added 0.8%
6,157 $417,000
Q2 2024

Jul 19, 2024
BUY
$58.7 - $64.78 $5,693 - $6,283
97 Added 1.61%
6,108 $392,000
Q4 2023

Jan 29, 2024
BUY
$48.47 - $56.6 $77,358 - $90,333
1,596 Added 36.15%
6,011 $339,000
Q2 2023

Jul 17, 2023
BUY
$47.67 - $52.37 $476 - $523
10 Added 0.23%
4,415 $231,000
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $197,255 - $217,651
4,405 New
4,405 $213,000
Q2 2022

Jul 19, 2022
SELL
$43.35 - $54.51 $196,375 - $246,930
-4,530 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $112,140 - $129,716
2,265 Added 100.0%
4,530 $244,000
Q4 2020

Jan 19, 2021
BUY
$39.35 - $45.48 $89,127 - $103,012
2,265 New
2,265 $206,000
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $66,309 - $87,868
-2,267 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$26.61 - $40.52 $60,324 - $91,858
2,267 New
2,267 $138,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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