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 $525,713. This represents 0.14% of its overall portfolio holdings.

Number of Shares

22,276

Previous 7,438 199.49%

Holding current value

$525,713

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

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Noble Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Noble Family Wealth, LLC with notifications on news.

Account

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