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 $18.6 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
690,921
Previous 230,085
200.29%
Holding current value
$18.6 Million
Previous $18.5 Billion
3.04%
% of portfolio
4.94%
Previous 4.97%
Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio