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 $31,405. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,077
Previous 1,077
-0.0%
Holding current value
$31,405
Previous $29.8 Million
99.91%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,061Shares Held
281MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio