Noble Family Wealth, LLC Purchases in Q4 2024

Noble Family Wealth, LLC

  • $363 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
3.25K
+ 6.16%
$233.76 - $261.58 $759K - $849K
56K $13.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
821K
+ 215.39%
$26.93 - $84.95 $22.1M - $69.7M
1.2M $32.7B
SCHA
Schwab Strategic Tr Us Small C

ETFs
441K
+ 103.59%
$25.33 - $51.16 $11.2M - $22.6M
867K $22.4B
IVV
Ishares Core S&P 500 ETF

ETFs
533
New
$570.51 - $610.59 $304K - $325K
533 $315M
TT
Trane Technologies PLC

Industrials
780
New
$369.35 - $419.14 $288K - $327K
780 $289M
JPM
Jpmorgan Chase & CO

Financial Services
950
New
$205.18 - $250.29 $195K - $238K
950 $227M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.55K
+ 18.01%
$60.13 - $67.31 $334K - $373K
36.4K $2.21B
SCHG
Schwab Strategic Tr Us Large C

ETFs
259K
+ 274.09%
$25.93 - $105.3 $6.71M - $27.3M
353K $9.95B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
372K
+ 123.38%
$18.41 - $40.87 $6.84M - $15.2M
673K $12.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.8K
+ 200.0%
$22.4 - $68.28 $623K - $1.9M
41.7K $971M
SCHO
Schwab Short Term Us Treasury

ETFs
11.9K
+ 100.0%
$24.06 - $48.88 $285K - $580K
23.7K $572M
IEFA
Ishares Tr

ETFs
1.07K
+ 8.41%
$70.06 - $77.43 $74.8K - $82.6K
13.8K $967M
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.5K
+ 97.95%
$24.19 - $50.58 $254K - $531K
21.2K $516M
VEU
Vanguard Ftse All World Ex Us

ETFs
38
+ 0.35%
$57.29 - $63.1 $2.18K - $2.4K
11K $630M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.08%
$197.36 - $217.3 $5.53K - $6.08K
34.3K $6.78B
VIG
Vanguard Dividend Appreciation

ETFs
1.44K
+ 0.71%
N/A
204K $39.9B
EFV
Msci Eafe Value ETF

ETFs
799
+ 1.27%
$51.78 - $57.15 $41.4K - $45.7K
64K $3.35B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
963
+ 1.58%
$55.45 - $61.08 $53.4K - $58.8K
61.9K $3.44B
SCHV
Schwab Strategic Tr Us Large C

ETFs
461K
+ 200.29%
$25.79 - $80.4 $11.9M - $37.1M
691K $17.9B
VTV
Vanguard Value ETF

ETFs
443
+ 0.22%
$168.32 - $181.87 $74.6K - $80.6K
198K $33.4B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
427K
+ 174.72%
$27.54 - $83.04 $11.7M - $35.4M
671K $18.6B
VEA
Vanguard Ftse Developed Market

ETFs
7.44K
+ 1.46%
$47.57 - $52.44 $354K - $390K
517K $24.7B
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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