Noble Family Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Noble Family Wealth, LLC
- $363 Billion
- Q4 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 1,202,238 shares of SCHD stock, worth $33.4 Million. This represents 9.02% of its overall portfolio holdings.
Number of Shares
1,202,238
Previous 381,188
215.39%
Holding current value
$33.4 Million
Previous $32.2 Billion
1.6%
% of portfolio
9.02%
Previous 8.66%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio