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Noble Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Noble Family Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Buy
99,561
+212
+0.2% +$5.93K 0.52% 27
2026
Q1 		$2.49M Sell
99,349
-1,779
-2% -$46.7K 0.51% 30
2025
Q4 		$2.65M Sell
101,128
-600
-0.6% -$15.6K 0.56% 28
2025
Q3 		$2.62M Buy
101,728
+27,421
+37% +$679K 0.58% 28
2025
Q2 		$1.77M Buy
74,307
+52,761
+245% +$1.16M 0.43% 31
2025
Q1 		$464K Sell
21,546
-730
-3% -$16.6K 0.13% 51
2024
Q4 		$507K Sell
22,276
-38
-0.2% -$868 0.14% 49
2024
Q3 		$495K Sell
22,314
-66
-0.3% -$1.41K 0.13% 50
2024
Q2 		$469K Sell
22,380
-399
-2% -$8.08K 0.14% 50
2024
Q1 		$464K Sell
22,779
-849
-4% -$16.4K 0.13% 50
2023
Q4 		$438K Sell
23,628
-318
-1% -$5.49K 0.13% 51
2023
Q3 		$398K Sell
23,946
-729
-3% -$12.6K 0.13% 50
2023
Q2 		$425K Sell
24,675
-720
-3% -$11.7K 0.14% 51
2023
Q1 		$405K Buy
+25,395
New +$397K 0.14% 51

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Noble Family Wealth increased its Schwab US Broad Market ETF (SCHB) stake by 0.21% in Q2 2026, buying an estimated $5.93K and bringing the position to 99,561 shares worth $2.88M. The position accounts for 0.52% of the portfolio, ranked #27.

Noble Family Wealth first reported a position in SCHB in Q1 2023 and has held it in 14 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Noble Family Wealth held 99,561 shares of Schwab US Broad Market ETF worth $2.88M as of Q2 2026.
  • Noble Family Wealth bought 212 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.93K.
  • Schwab US Broad Market ETF made up 0.52% of Noble Family Wealth's portfolio in Q2 2026, its #27 holding.
  • Noble Family Wealth first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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