Mbl Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Mbl Wealth, LLC holds 97,230 shares of SCHX stock, worth $2.31 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
97,230
Previous 100,630 3.38%
Holding current value
$2.31 Million
Previous $6.25 Million 0.03%
% of portfolio
0.75%
Previous 0.75%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$58.7 - $64.78 $199,580 - $220,252
-3,400 Reduced 3.38%
97,230 $6.25 Million
Q1 2024

Apr 22, 2024
BUY
$55.41 - $62.08 $138,525 - $155,200
2,500 Added 2.55%
100,630 $6.25 Million
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $145,410 - $169,800
-3,000 Reduced 2.97%
98,130 $5.53 Million
Q3 2023

Oct 11, 2023
SELL
$50.36 - $54.21 $102,532 - $110,371
-2,036 Reduced 1.97%
101,130 $5.12 Million
Q2 2023

Jul 17, 2023
SELL
$47.67 - $52.37 $61,971 - $68,081
-1,300 Reduced 1.24%
103,166 $5.4 Million
Q1 2023

Apr 11, 2023
SELL
$44.78 - $49.41 $382,510 - $422,060
-8,542 Reduced 7.56%
104,466 $5.05 Million
Q4 2022

Jan 12, 2023
BUY
$42.25 - $48.16 $355,533 - $405,266
8,415 Added 8.05%
113,008 $5.1 Million
Q3 2022

Jan 12, 2023
BUY
$42.35 - $51.01 $1.97 Million - $2.37 Million
46,463 Added 79.93%
104,593 $4.43 Million
Q2 2022

Jan 12, 2023
BUY
$43.35 - $54.51 $1.11 Million - $1.4 Million
25,600 Added 78.7%
58,130 $2.6 Million
Q1 2022

May 02, 2022
BUY
$49.51 - $57.27 $417,864 - $483,358
8,440 Added 35.04%
32,530 $1.75 Million
Q3 2021

Oct 25, 2021
SELL
$51.52 - $54.94 $70,840 - $75,542
-1,375 Reduced 5.4%
24,090 $2.51 Million
Q1 2021

May 27, 2021
BUY
$44.9 - $48.34 $7,857 - $8,459
175 Added 0.69%
25,465 $2.45 Million
Q4 2020

Feb 16, 2021
BUY
$39.35 - $45.48 $995,161 - $1.15 Million
25,290 New
25,290 $2.3 Million

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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