Noble Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Noble Family Wealth, LLC

  • $363 Billion
  • Q4 2024

A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Noble Family Wealth, LLC holds 670,807 shares of SCHM stock, worth $19.3 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
670,807
Previous 244,181 174.72%
Holding current value
$19.3 Million
Previous $20.3 Billion 8.52%
% of portfolio
5.11%
Previous 5.46%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $11.7 Million - $35.4 Million
426,626 Added 174.72%
670,807 $18.6 Billion
Q3 2024

Nov 04, 2024
SELL
$75.47 - $83.18 $994,694 - $1.1 Million
-13,180 Reduced 5.12%
244,181 $20.3 Billion
Q2 2024

Jul 16, 2024
SELL
$75.69 - $81.19 $2.94 Million - $3.16 Million
-38,898 Reduced 13.13%
257,361 $20 Billion
Q1 2024

Apr 16, 2024
SELL
$72.89 - $81.43 $2.97 Million - $3.32 Million
-40,721 Reduced 12.08%
296,259 $24.1 Billion
Q4 2023

Jan 18, 2024
SELL
$63.01 - $75.95 $107,369 - $129,418
-1,704 Reduced 0.5%
336,980 $25.4 Billion
Q3 2023

Oct 10, 2023
SELL
$66.75 - $73.98 $74,226 - $82,265
-1,112 Reduced 0.33%
338,684 $22.9 Billion
Q2 2023

Jul 18, 2023
BUY
$65.29 - $71.03 $742,804 - $808,108
11,377 Added 3.46%
339,796 $24.1 Billion
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $21.1 Million - $24.3 Million
328,419 New
328,419 $22.3 Billion

Others Institutions Holding SCHM

# of Institutions
964
Shares Held
156M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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