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

Mbl Wealth, LLC

$830 Million
Q1 2024

A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mbl Wealth, LLC holds 100,630 shares of SCHX stock, worth $6.59 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

100,630

Previous 98,130 2.55%

Holding current value

$6.59 Million

Previous $5.53 Million 12.85%

% of portfolio

0.75%

Previous 0.73%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$55.41 - $62.08 $138,525 - $155,200	2,500 Added 2.55%	100,630 $6.25 Million
Q4 2023 Jan 18, 2024	SELL	$48.47 - $56.6 $145,410 - $169,800	-3,000 Reduced 2.97%	98,130 $5.53 Million
Q3 2023 Oct 11, 2023	SELL	$50.36 - $54.21 $102,532 - $110,371	-2,036 Reduced 1.97%	101,130 $5.12 Million
Q2 2023 Jul 17, 2023	SELL	$47.67 - $52.37 $61,971 - $68,081	-1,300 Reduced 1.24%	103,166 $5.4 Million
Q1 2023 Apr 11, 2023	SELL	$44.78 - $49.41 $382,510 - $422,060	-8,542 Reduced 7.56%	104,466 $5.05 Million

Q4 2022 Jan 12, 2023	BUY	$44.01 - $48.16 $370,344 - $405,266	8,415 Added 8.05%	113,008 $5.1 Million
Q3 2022 Jan 12, 2023	BUY	N/A	46,463 Added 79.93%	104,593 $4.43 Million
Q2 2022 Jan 12, 2023	BUY	N/A	25,600 Added 78.7%	58,130 $2.6 Million
Q1 2022 May 02, 2022	BUY	N/A	8,440 Added 35.04%	32,530 $1.75 Million
Q3 2021 Oct 25, 2021	SELL	N/A	-1,375 Reduced 5.4%	24,090 $2.51 Million
Q1 2021 May 27, 2021	BUY	N/A	175 Added 0.69%	25,465 $2.45 Million
Q4 2020 Feb 16, 2021	BUY	N/A	25,290 New	25,290 $2.3 Million

Others Institutions Holding SCHX

# of Institutions

1,259

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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