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 94,479 shares of SCHG stock, worth $2.73 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
94,479
Previous 95,910
1.49%
Holding current value
$2.73 Million
Previous $9.67 Billion
1.77%
% of portfolio
2.65%
Previous 2.78%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,314Shares Held
181MCall Options Held
140KPut Options Held
91.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO4.86MShares$140 Million5.48% of portfolio