Mbl Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mbl Wealth, LLC holds 4,101 shares of SCHD stock, worth $113,023. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,101

Previous 4,488 8.62%

Holding current value

$113,023

Previous $348,000 0.57%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$77.02 - $85.06 $29,806 - $32,918	-387 Reduced 8.62%	4,101 $346,000
Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $340,235 - $359,713	4,488 New	4,488 $348,000
Q4 2022 Jan 12, 2023	SELL	$67.16 - $79.06 $147,752 - $173,932	-2,200 Reduced 43.74%	2,830 $214,000
Q3 2022 Jan 12, 2023	SELL	$66.43 - $77.87 $53,144 - $62,296	-800 Reduced 13.72%	5,030 $334,000
Q2 2022 Jan 12, 2023	SELL	$70.31 - $80.24 $87,887 - $100,300	-1,250 Reduced 17.66%	5,830 $418,000
Q1 2022 May 02, 2022	SELL	$75.14 - $81.94 $320,847 - $349,883	-4,270 Reduced 37.62%	7,080 $559,000
Q3 2021 Oct 25, 2021	SELL	$74.23 - $78.13 $614,624 - $646,916	-8,280 Reduced 42.18%	11,350 $843,000
Q1 2021 May 27, 2021	BUY	$63.23 - $73.67 $225,478 - $262,707	3,566 Added 22.2%	19,630 $1.43 Million
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $880,307 - $1.05 Million	16,064 New	16,064 $1.03 Million

Others Institutions Holding SCHD

# of Institutions

1,861

Shares Held

518M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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