Noble Wealth Management Pbc Schwab Strategic U.S. Mid Cap Transaction History
Noble Wealth Management Pbc
- $113 Million
- Q1 2025
A detailed history of Noble Wealth Management Pbc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Noble Wealth Management Pbc holds 1,077 shares of SCHM stock, worth $31,728. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,077
Previous 1,077
-0.0%
Holding current value
$31,728
Previous $29.8 Million
99.91%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio