Mbe Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Mbe Wealth Management, LLC

  • $170 Million
  • Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 15,268 shares of SCHM stock, worth $441,855. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,268
Previous 5,157 196.06%
Holding current value
$441,855
Previous $428,000 1.17%
% of portfolio
0.25%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$27.54 - $83.04 $278,456 - $839,617
10,111 Added 196.06%
15,268 $423,000
Q3 2024

Oct 21, 2024
SELL
$75.47 - $83.18 $43,772 - $48,244
-580 Reduced 10.11%
5,157 $428,000
Q2 2024

Jul 19, 2024
SELL
$75.69 - $81.19 $17,711 - $18,998
-234 Reduced 3.92%
5,737 $446,000
Q1 2024

Apr 22, 2024
SELL
$72.89 - $81.43 $8,892 - $9,934
-122 Reduced 2.0%
5,971 $486,000
Q4 2023

Jan 29, 2024
SELL
$63.01 - $75.95 $945 - $1,139
-15 Reduced 0.25%
6,093 $458,000
Q3 2023

Oct 16, 2023
BUY
$66.75 - $73.98 $1,001 - $1,109
15 Added 0.25%
6,108 $413,000
Q4 2021

Jan 19, 2022
SELL
$76.01 - $83.39 $5,548 - $6,087
-73 Reduced 1.18%
6,093 $490,000
Q2 2021

Jul 19, 2021
SELL
$74.64 - $79.12 $7,464 - $7,912
-100 Reduced 1.6%
6,166 $483,000
Q4 2020

Jan 19, 2021
BUY
$55.93 - $68.45 $671 - $821
12 Added 0.19%
6,266 $427,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $14,238 - $20,815
-365 Reduced 5.51%
6,254 $329,000
Q1 2020

May 07, 2020
BUY
$35.83 - $62.24 $114,584 - $199,043
3,198 Added 93.48%
6,619 $279,000
Q4 2019

Jan 30, 2020
BUY
$54.56 - $60.24 $186,649 - $206,081
3,421 New
3,421 $205,000

Others Institutions Holding SCHM

# of Institutions
965
Shares Held
149M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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