Noble Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Noble Family Wealth, LLC

$363 Billion
Q4 2024

A detailed history of Noble Family Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Noble Family Wealth, LLC holds 690,921 shares of SCHV stock, worth $18.7 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

690,921

Previous 230,085 200.29%

Holding current value

$18.7 Million

Previous $18.5 Billion 3.04%

% of portfolio

4.94%

Previous 4.97%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$25.79 - $80.4 $11.9 Million - $37.1 Million	460,836 Added 200.29%	690,921 $17.9 Billion
Q3 2024 Nov 04, 2024	SELL	$73.43 - $80.37 $49,198 - $53,847	-670 Reduced 0.29%	230,085 $18.5 Billion
Q2 2024 Jul 16, 2024	SELL	$71.74 - $75.86 $4,734 - $5,006	-66 Reduced 0.03%	230,755 $17.1 Billion
Q1 2024 Apr 16, 2024	SELL	$68.82 - $75.98 $1.25 Million - $1.38 Million	-18,131 Reduced 7.28%	230,821 $17.5 Billion
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $495,273 - $568,803	8,098 Added 3.36%	248,952 $17.5 Billion
Q3 2023 Oct 10, 2023	BUY	$64.45 - $69.39 $170,856 - $183,952	2,651 Added 1.11%	240,854 $15.5 Billion
Q2 2023 Jul 18, 2023	SELL	$63.33 - $67.21 $25,838 - $27,421	-408 Reduced 0.17%	238,203 $16 Billion
Q1 2023 May 11, 2023	BUY	$62.59 - $69.3 $14.9 Million - $16.5 Million	238,611 New	238,611 $15.6 Billion

Others Institutions Holding SCHV

# of Institutions

855

Shares Held

199M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Noble Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History