Noble Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Noble Family Wealth, LLC

$363 Billion
Q1 2025

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 622,368 shares of SCHM stock, worth $16.9 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

622,368

Previous 670,807 7.22%

Holding current value

$16.9 Million

Previous $18.6 Billion 12.15%

% of portfolio

4.49%

Previous 5.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.58 - $29.24 $1.24 Million - $1.42 Million	-48,439 Reduced 7.22%	622,368 $16.3 Billion
Q4 2024 Jan 13, 2025	BUY	$27.54 - $83.04 $11.7 Million - $35.4 Million	426,626 Added 174.72%	670,807 $18.6 Billion
Q3 2024 Nov 04, 2024	SELL	$75.47 - $83.18 $994,694 - $1.1 Million	-13,180 Reduced 5.12%	244,181 $20.3 Billion
Q2 2024 Jul 16, 2024	SELL	$75.69 - $81.19 $2.94 Million - $3.16 Million	-38,898 Reduced 13.13%	257,361 $20 Billion
Q1 2024 Apr 16, 2024	SELL	$72.89 - $81.43 $2.97 Million - $3.32 Million	-40,721 Reduced 12.08%	296,259 $24.1 Billion
Q4 2023 Jan 18, 2024	SELL	$63.01 - $75.95 $107,369 - $129,418	-1,704 Reduced 0.5%	336,980 $25.4 Billion
Q3 2023 Oct 10, 2023	SELL	$66.75 - $73.98 $74,226 - $82,265	-1,112 Reduced 0.33%	338,684 $22.9 Billion
Q2 2023 Jul 18, 2023	BUY	$65.29 - $71.03 $742,804 - $808,108	11,377 Added 3.46%	339,796 $24.1 Billion
Q1 2023 May 11, 2023	BUY	$64.24 - $73.9 $21.1 Million - $24.3 Million	328,419 New	328,419 $22.3 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Noble Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History