Mbl Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 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 4,488 shares of SCHD stock, worth $378,158. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,488
Holding current value
$378,158
% of portfolio
0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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