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

Mbe Wealth Management, LLC

$190 Million
Q1 2025

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 18,514 shares of SCHX stock, worth $406,012. This represents 0.22% of its overall portfolio holdings.

Number of Shares

18,514

Previous 18,510 0.02%

Holding current value

$406,012

Previous $429,000 4.9%

% of portfolio

0.22%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$21.75 - $24.28 $87 - $97	4 Added 0.02%	18,514 $408,000
Q4 2024 Jan 22, 2025	BUY	$22.4 - $68.28 $276,707 - $843,462	12,353 Added 200.63%	18,510 $429,000
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

1,485

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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