Mbl Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mbl Wealth, LLC holds 37,700 shares of SCHA stock, worth $1.03 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

37,700

Previous 37,700 -0.0%

Holding current value

$1.03 Million

Previous $953,000 10.28%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 21, 2025	BUY	$25.33 - $51.16 $477,470 - $964,365	18,850 Added 100.0%	37,700 $974,000
Q2 2024 Jul 19, 2024	SELL	$45.24 - $49.04 $1,131 - $1,226	-25 Reduced 0.13%	18,850 $894,000
Q3 2023 Oct 11, 2023	SELL	$40.85 - $46.1 $1,184 - $1,336	-29 Reduced 0.15%	18,875 $781,000
Q1 2023 Apr 11, 2023	SELL	$39.82 - $46.36 $23,892 - $27,816	-600 Reduced 3.08%	18,904 $792,000
Q4 2022 Jan 12, 2023	BUY	$38.25 - $43.54 $15,414 - $17,546	403 Added 2.11%	19,504 $790,000

Q3 2022 Jan 12, 2023	BUY	$37.65 - $45.9 $719,152 - $876,735	19,101 New	19,101 $722,000

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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