Noble Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Noble Family Wealth, LLC
- $347 Billion
- Q2 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 257,361 shares of SCHM stock, worth $20.8 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
257,361
Previous 296,259
13.13%
Holding current value
$20.8 Million
Previous $24.1 Billion
16.97%
% of portfolio
5.77%
Previous 6.87%
Shares
6 transactions
Others Institutions Holding SCHM
# of Institutions
901Shares Held
96.1MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.7 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$817 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$298 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.07MShares$167 Million0.4% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$161 Million2.99% of portfolio