Noble Family Wealth, LLC Schwab Short Term Us Treasury Transaction History

Noble Family Wealth, LLC

$363 Billion
Q4 2024

A detailed history of Noble Family Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Noble Family Wealth, LLC holds 23,716 shares of SCHO stock, worth $576,773. This represents 0.16% of its overall portfolio holdings.

Number of Shares

23,716

Previous 11,858 100.0%

Holding current value

$576,773

Previous $581 Million 1.51%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.06 - $48.88 $285,303 - $579,619	11,858 Added 100.0%	23,716 $572 Million
Q3 2024 Nov 04, 2024	SELL	$47.93 - $49.06 $47,930 - $49,060	-1,000 Reduced 7.78%	11,858 $581 Million
Q2 2024 Jul 16, 2024	SELL	$47.75 - $48.13 $111,018 - $111,902	-2,325 Reduced 15.31%	12,858 $619 Million
Q1 2024 Apr 16, 2024	SELL	$48.05 - $48.63 $87,354 - $88,409	-1,818 Reduced 10.69%	15,183 $732 Million
Q4 2023 Jan 18, 2024	SELL	$47.66 - $48.45 $58,955 - $59,932	-1,237 Reduced 6.78%	17,001 $824 Million
Q3 2023 Oct 10, 2023	SELL	$47.78 - $48.2 $190,068 - $191,739	-3,978 Reduced 17.91%	18,238 $873 Million
Q2 2023 Jul 18, 2023	SELL	$48.06 - $48.89 $192,240 - $195,560	-4,000 Reduced 15.26%	22,216 $1.07 Billion
Q1 2023 May 11, 2023	BUY	$47.8 - $49.0 $1.25 Million - $1.28 Million	26,216 New	26,216 $1.28 Billion

Others Institutions Holding SCHO

# of Institutions

665

Shares Held

345M

Call Options Held

56.5K

Put Options Held

44.6K

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Noble Family Wealth, LLC Schwab Short Term Us Treasury Transaction History