Noble Family Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Noble Family Wealth, LLC
- $347 Billion
- Q2 2024
A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Noble Family Wealth, LLC holds 360,687 shares of SCHD stock, worth $29.7 Million. This represents 8.07% of its overall portfolio holdings.
Number of Shares
360,687
Previous 347,666
3.75%
Holding current value
$29.7 Million
Previous $28 Billion
0.05%
% of portfolio
8.07%
Previous 7.98%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,635Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$894 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$802 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$754 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$737 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$641 Million5.64% of portfolio