Noble Family Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Noble Family Wealth, LLC

$363 Billion
Q4 2024

A detailed history of Noble Family Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Noble Family Wealth, LLC holds 21,208 shares of SCHR stock, worth $517,263. This represents 0.14% of its overall portfolio holdings.

Number of Shares

21,208

Previous 10,714 97.95%

Holding current value

$517,263

Previous $542 Million 4.9%

% of portfolio

0.14%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$24.19 - $50.58 $253,849 - $530,786	10,494 Added 97.95%	21,208 $516 Million
Q2 2024 Jul 16, 2024	SELL	$47.85 - $49.0 $3,540 - $3,626	-74 Reduced 0.69%	10,714 $523 Million
Q1 2024 Apr 16, 2024	SELL	$48.64 - $49.88 $52,628 - $53,970	-1,082 Reduced 9.12%	10,788 $529 Million
Q4 2023 Jan 18, 2024	SELL	$47.09 - $49.87 $63,100 - $66,825	-1,340 Reduced 10.14%	11,870 $590 Million
Q3 2023 Oct 10, 2023	SELL	$47.78 - $49.59 $43,766 - $45,424	-916 Reduced 6.48%	13,210 $633 Million
Q2 2023 Jul 18, 2023	SELL	$49.25 - $50.96 $16,548 - $17,122	-336 Reduced 2.32%	14,126 $696 Million
Q1 2023 May 11, 2023	BUY	$48.55 - $50.78 $702,130 - $734,380	14,462 New	14,462 $729 Million

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

198M

Call Options Held

1.2K

Put Options Held

16.7K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Noble Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Noble Family Wealth, LLC with notifications on news.

Account

Noble Family Wealth, LLC Schwab Intermediate Term Us Tr Transaction History