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

Mbl Wealth, LLC

$866 Million
Q3 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 95,230 shares of SCHX stock, worth $2.09 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

95,230

Previous 97,230 2.06%

Holding current value

$2.09 Million

Previous $6.25 Million 3.43%

% of portfolio

0.75%

Previous 0.75%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Jan 08, 2025	SELL	$61.11 - $67.85 $122,220 - $135,700	-2,000 Reduced 2.06%	95,230 $6.46 Million
Q2 2024 Jul 19, 2024	SELL	$58.7 - $64.78 $199,580 - $220,252	-3,400 Reduced 3.38%	97,230 $6.25 Million
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	$42.25 - $48.16 $355,533 - $405,266	8,415 Added 8.05%	113,008 $5.1 Million
Q3 2022 Jan 12, 2023	BUY	$42.35 - $51.01 $1.97 Million - $2.37 Million	46,463 Added 79.93%	104,593 $4.43 Million
Q2 2022 Jan 12, 2023	BUY	$43.35 - $54.51 $1.11 Million - $1.4 Million	25,600 Added 78.7%	58,130 $2.6 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $417,864 - $483,358	8,440 Added 35.04%	32,530 $1.75 Million
Q3 2021 Oct 25, 2021	SELL	$51.52 - $54.94 $70,840 - $75,542	-1,375 Reduced 5.4%	24,090 $2.51 Million
Q1 2021 May 27, 2021	BUY	$44.9 - $48.34 $7,857 - $8,459	175 Added 0.69%	25,465 $2.45 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $995,161 - $1.15 Million	25,290 New	25,290 $2.3 Million

Others Institutions Holding SCHX

# of Institutions

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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