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

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

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 18,850 shares of SCHA stock, worth $529,873. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,850
Previous 18,875 0.13%
Holding current value
$529,873
Previous $929,000 3.77%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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