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Noble Family Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Noble Family Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Buy
988,541
+2,235
+0.2% +$73.9K 6.39% 5
2026
Q1 		$28.7M Buy
986,306
+6,461
+0.7% +$194K 5.92% 5
2025
Q4 		$27.9M Buy
979,845
+3,409
+0.3% +$96.3K 5.88% 5
2025
Q3 		$27.2M Buy
976,436
+13,905
+1% +$372K 6.01% 5
2025
Q2 		$24.4M Buy
962,531
+56,154
+6% +$1.33M 5.95% 5
2025
Q1 		$21.2M Buy
906,377
+39,231
+5% +$1,000K 5.85% 5
2024
Q4 		$22.4M Buy
867,146
+15,306
+2% +$407K 6.17% 5
2024
Q3 		$21.9M Buy
851,840
+7,526
+0.9% +$187K 5.9% 5
2024
Q2 		$20M Buy
844,314
+34,932
+4% +$828K 5.77% 6
2024
Q1 		$19.9M Sell
809,382
-17,944
-2% -$420K 5.67% 7
2023
Q4 		$19.5M Buy
827,326
+11,588
+1% +$244K 5.92% 6
2023
Q3 		$16.9M Sell
815,738
-6,928
-0.8% -$152K 5.7% 6
2023
Q2 		$18M Buy
822,666
+9,892
+1% +$206K 5.86% 6
2023
Q1 		$17M Buy
+812,774
New +$17.5M 5.81% 6

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Noble Family Wealth's SCHA Position: Q2 2026 in Review

Noble Family Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.23% in Q2 2026, buying an estimated $73.9K and bringing the position to 988,541 shares worth $35.7M. The position accounts for 6.39% of the portfolio, ranked #5.

Noble Family Wealth first reported a position in SCHA in Q1 2023 and has held it in 14 quarters since. 796 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Noble Family Wealth held 988,541 shares of Schwab U.S Small- Cap ETF worth $35.7M as of Q2 2026.
  • Noble Family Wealth bought 2,235 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $73.9K.
  • Schwab U.S Small- Cap ETF made up 6.39% of Noble Family Wealth's portfolio in Q2 2026, its #5 holding.
  • Noble Family Wealth first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 796 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.