Noble Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History
Noble Family Wealth, LLC
- $372 Billion
- Q3 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 230,085 shares of SCHV stock, worth $6.04 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
230,085
Previous 230,755
0.29%
Holding current value
$6.04 Million
Previous $17.1 Billion
8.18%
% of portfolio
4.97%
Previous 4.92%
Shares
7 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio