Mbe Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History
Mbe Wealth Management, LLC
- $212 Million
- Q3 2025
A detailed history of Mbe Wealth Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 9,663 shares of SCHQ stock, worth $310,762. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,663
Previous 9,800
1.4%
Holding current value
$310,762
Previous $312,000
-0.0%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
117Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc3.02MShares$97 Million0.03% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.38MShares$44.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$29.4 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA830KShares$26.7 Million0.08% of portfolio
-
Morgan Stanley New York, NY614KShares$19.7 Million0.0% of portfolio