Noble Family Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Noble Family Wealth, LLC
- $372 Billion
- Q3 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 381,188 shares of SCHD stock, worth $10.9 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
381,188
Previous 360,687
5.68%
Holding current value
$10.9 Million
Previous $28 Billion
14.89%
% of portfolio
8.66%
Previous 8.07%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio