Noble Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History
Noble Family Wealth, LLC
- $363 Billion
- Q4 2024
A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Noble Family Wealth, LLC holds 670,807 shares of SCHM stock, worth $17.8 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
670,807
Previous 244,181
174.72%
Holding current value
$17.8 Million
Previous $20.3 Billion
8.52%
% of portfolio
5.11%
Previous 5.46%
Shares
8 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio