Mbm Wealth Consultants, LLC Schwab Strategic Tr Us Large C Transaction History

Mbm Wealth Consultants, LLC

$307 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$55.73 - $76.55 $7,467 - $10,257	-134 Reduced 20.87%	508 $29,000
Q1 2022 May 16, 2022	BUY	$65.63 - $82.62 $21,067 - $26,521	321 Added 100.0%	642 $48,000
Q4 2021 Feb 15, 2022	SELL	$73.11 - $83.4 $2,193 - $2,502	-30 Reduced 8.55%	321 $53,000
Q3 2021 Nov 16, 2021	SELL	$73.24 - $78.94 $1,464 - $1,578	-20 Reduced 5.39%	351 $52,000
Q2 2021 Aug 13, 2021	BUY	$65.3 - $73.24 $653 - $732	10 Added 2.77%	371 $54,000
Q4 2020 Feb 09, 2021	SELL	$55.95 - $64.38 $1,119 - $1,287	-20 Reduced 5.25%	361 $46,000
Q2 2020 Aug 07, 2020	SELL	$37.99 - $51.32 $2,279 - $3,079	-60 Reduced 13.61%	381 $39,000
Q4 2019 Feb 11, 2020	SELL	$40.97 - $46.72 $983 - $1,121	-24 Reduced 5.16%	441 $41,000
Q4 2018 Feb 13, 2019	BUY	N/A	465 New	465 $32,000

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$310 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$301 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$269 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$263 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$134 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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