Noble Family Wealth, LLC Schwab Intermediate Term Us Tr Transaction History
Noble Family Wealth, LLC
- $347 Billion
- Q2 2024
A detailed history of Noble Family Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Noble Family Wealth, LLC holds 10,714 shares of SCHR stock, worth $540,949. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,714
Previous 10,788
0.69%
Holding current value
$540,949
Previous $529 Million
1.25%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.2 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$511 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$236 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$189 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$89.9 Million8.79% of portfolio