Mbm Wealth Consultants, LLC Schwab Charles Corp Transaction History

Mbm Wealth Consultants, LLC

$358 Million
Q2 2025

A detailed history of Mbm Wealth Consultants, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 17,522 shares of SCHW stock, worth $1.64 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,522

Previous 17,899 2.11%

Holding current value

$1.64 Million

Previous $1.4 Million 14.06%

% of portfolio

0.45%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$69.06 - $91.24 $26,035 - $34,397	-377 Reduced 2.11%	17,522 $1.6 Million
Q1 2025 Apr 28, 2025	BUY	$71.24 - $83.64 $15,815 - $18,568	222 Added 1.26%	17,899 $1.4 Million
Q4 2024 Jan 17, 2025	BUY	$63.31 - $82.85 $39,568 - $51,781	625 Added 3.67%	17,677 $1.31 Million
Q3 2024 Oct 07, 2024	BUY	$61.74 - $76.08 $99,216 - $122,260	1,607 Added 10.4%	17,052 $1.11 Million
Q2 2024 Jul 30, 2024	SELL	$70.03 - $78.9 $32,493 - $36,609	-464 Reduced 2.92%	15,445 $1.14 Million
Q1 2024 Apr 18, 2024	BUY	$61.89 - $72.38 $120,747 - $141,213	1,951 Added 13.98%	15,909 $1.15 Million
Q4 2023 Jan 30, 2024	BUY	$49.33 - $70.98 $54,263 - $78,078	1,100 Added 8.55%	13,958 $960,000
Q3 2023 Oct 19, 2023	BUY	$54.2 - $67.94 $190,621 - $238,944	3,517 Added 37.65%	12,858 $705,000
Q2 2023 Jul 24, 2023	BUY	$47.37 - $57.14 $120,604 - $145,478	2,546 Added 37.47%	9,341 $529,000
Q4 2022 Feb 15, 2023	BUY	$67.43 - $83.26 $458,186 - $565,751	6,795 New	6,795 $557,000
Q4 2019 Feb 11, 2020	SELL	$35.1 - $51.07 $225,096 - $327,511	-6,413 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$36.12 - $44.28 $24,381 - $29,889	675 Added 11.76%	6,413 $268,000
Q2 2019 Jul 30, 2019	BUY	$39.15 - $46.26 $31,280 - $36,961	799 Added 16.18%	5,738 $232,000
Q1 2019 Apr 25, 2019	BUY	$40.72 - $47.98 $55,257 - $65,108	1,357 Added 37.88%	4,939 $211,000
Q4 2018 Feb 13, 2019	BUY	$38.25 - $52.17 $137,011 - $186,872	3,582 New	3,582 $149,000

Others Institutions Holding SCHW

# of Institutions

2,469

Shares Held

1.45B

Call Options Held

19.2M

Put Options Held

17.9M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $170B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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Mbm Wealth Consultants, LLC Schwab Charles Corp Transaction History