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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
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

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Betterment LLC
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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return