Noble Family Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Noble Family Wealth, LLC

$363 Billion
Q4 2024

A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Noble Family Wealth, LLC holds 22,276 shares of SCHB stock, worth $520,367. This represents 0.14% of its overall portfolio holdings.

Number of Shares

22,276

Previous 7,438 199.49%

Holding current value

$520,367

Previous $495 Million 2.56%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $326,584 - $991,475	14,838 Added 199.49%	22,276 $507 Million
Q3 2024 Nov 04, 2024	SELL	$59.93 - $66.52 $1,318 - $1,463	-22 Reduced 0.29%	7,438 $495 Million
Q2 2024 Jul 16, 2024	SELL	$57.57 - $63.3 $7,656 - $8,418	-133 Reduced 1.75%	7,460 $469 Million
Q1 2024 Apr 16, 2024	SELL	$54.61 - $61.05 $15,454 - $17,277	-283 Reduced 3.59%	7,593 $464 Million
Q4 2023 Jan 18, 2024	SELL	$47.61 - $55.91 $5,046 - $5,926	-106 Reduced 1.33%	7,876 $438 Million
Q3 2023 Oct 10, 2023	SELL	$49.59 - $53.57 $12,050 - $13,017	-243 Reduced 2.95%	7,982 $398 Million
Q2 2023 Jul 18, 2023	SELL	$47.08 - $51.7 $11,299 - $12,408	-240 Reduced 2.84%	8,225 $425 Million
Q1 2023 May 11, 2023	BUY	$44.47 - $49.23 $376,438 - $416,731	8,465 New	8,465 $405 Million

Others Institutions Holding SCHB

# of Institutions

1,202

Shares Held

300M

Call Options Held

191K

Put Options Held

20.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Noble Family Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History