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 $11.1 Million. This represents 8.66% of its overall portfolio holdings.
Number of Shares
381,188
Previous 360,687
5.68%
Holding current value
$11.1 Million
Previous $28 Billion
14.89%
% of portfolio
8.66%
Previous 8.07%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,708Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio