Mbe Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Mbe Wealth Management, LLC

  • $212 Million
  • Q3 2025

A detailed history of Mbe Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 23,043 shares of SCHR stock, worth $578,609. This represents 0.27% of its overall portfolio holdings.

Number of Shares
23,043
Previous 23,582 2.29%
Holding current value
$578,609
Previous $590,000 1.86%
% of portfolio
0.27%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$24.69 - $25.26 $13,307 - $13,615
-539 Reduced 2.29%
23,043 $579,000
Q2 2025

Jul 16, 2025
BUY
$24.54 - $25.07 $173,203 - $176,944
7,058 Added 42.71%
23,582 $590,000
Q1 2025

Apr 22, 2025
BUY
$24.05 - $24.86 $397,402 - $410,786
16,524 New
16,524 $410,000

Others Institutions Holding SCHR

# of Institutions
514
Shares Held
386M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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