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

Noble Family Wealth, LLC

  • $363 Billion
  • Q1 2025

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 21,546 shares of SCHB stock, worth $491,248. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,546
Previous 22,276 3.28%
Holding current value
$491,248
Previous $507 Million 8.58%
% of portfolio
0.13%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$21.23 - $23.75 $15,497 - $17,337
-730 Reduced 3.28%
21,546 $464 Million
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
1,290
Shares Held
487M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Noble Family Wealth, LLC Portfolio

Follow Noble Family Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email