Mbl Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mbl Wealth, LLC holds 4,101 shares of SCHD stock, worth $117,042. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,101

Previous 4,488 8.62%

Holding current value

$117,042

Previous $348,000 0.57%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$77.02 - $85.06 $29,806 - $32,918	-387 Reduced 8.62%	4,101 $346,000
Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $340,235 - $359,713	4,488 New	4,488 $348,000
Q4 2022 Jan 12, 2023	SELL	$67.16 - $79.06 $147,752 - $173,932	-2,200 Reduced 43.74%	2,830 $214,000
Q3 2022 Jan 12, 2023	SELL	$66.43 - $77.87 $53,144 - $62,296	-800 Reduced 13.72%	5,030 $334,000
Q2 2022 Jan 12, 2023	SELL	$70.31 - $80.24 $87,887 - $100,300	-1,250 Reduced 17.66%	5,830 $418,000
Q1 2022 May 02, 2022	SELL	$75.14 - $81.94 $320,847 - $349,883	-4,270 Reduced 37.62%	7,080 $559,000
Q3 2021 Oct 25, 2021	SELL	$74.23 - $78.13 $614,624 - $646,916	-8,280 Reduced 42.18%	11,350 $843,000
Q1 2021 May 27, 2021	BUY	$63.23 - $73.67 $225,478 - $262,707	3,566 Added 22.2%	19,630 $1.43 Million
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $880,307 - $1.05 Million	16,064 New	16,064 $1.03 Million

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account