Mbl Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Mbl Wealth, LLC
- $945 Million
- Q2 2025
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 285,400 shares of SCHX stock, worth $7.19 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
285,400
Previous 285,400
-0.0%
Holding current value
$7.19 Million
Previous $6.3 Million
10.7%
% of portfolio
0.74%
Previous 0.68%
Shares
16 transactions
Others Institutions Holding SCHX
# of Institutions
1,536Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio