Noble Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Noble Family Wealth, LLC
- $372 Billion
- Q3 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 94,479 shares of SCHG stock, worth $2.57 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
94,479
Previous 95,910
1.49%
Holding current value
$2.57 Million
Previous $9.67 Billion
1.77%
% of portfolio
2.65%
Previous 2.78%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio