Noble Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Noble Family Wealth, LLC
- $347 Billion
- Q2 2024
A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Noble Family Wealth, LLC holds 95,910 shares of SCHG stock, worth $9.98 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
95,910
Previous 108,009
11.2%
Holding current value
$9.98 Million
Previous $10 Billion
3.43%
% of portfolio
2.78%
Previous 2.85%
Shares
6 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio