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

Noble Family Wealth, LLC

  • $351 Billion
  • Q1 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 296,259 shares of SCHM stock, worth $22.8 Million. This represents 6.87% of its overall portfolio holdings.

Number of Shares
296,259
Previous 336,980 12.08%
Holding current value
$22.8 Million
Previous $25.4 Billion 4.95%
% of portfolio
6.87%
Previous 7.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
904
Shares Held
96.1M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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