Noble Family Wealth’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Noble Family Wealth’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62M	Buy	56,143 +7	+0%	+$339	0.54%	28
2025 Q4	$2.56M	Buy	56,136 +326	+0.6%	+$14.8K	0.54%	30
2025 Q3	$2.54M	Buy	55,810 +590	+1%	+$25.9K	0.56%	29
2025 Q2	$2.35M	Buy	55,220 +183	+0.3%	+$7.09K	0.57%	28
2025 Q1	$1.97M	Buy	55,037 +1,613	+3%	+$57.6K	0.54%	29
2024 Q4	$1.83M	Sell	53,424 -90	-0.2%	-$3.28K	0.5%	30
2024 Q3	$2.06M	Sell	53,514 -1,888	-3%	-$69.5K	0.55%	29
2024 Q2	$1.97M	Buy	55,402 +331	+0.6%	+$11.8K	0.57%	29
2024 Q1	$1.97M	Sell	55,071 -2,920	-5%	-$100K	0.56%	29
2023 Q4	$2.02M	Buy	57,991 +173	+0.3%	+$5.61K	0.61%	30
2023 Q3	$1.86M	Sell	57,818 -1,773	-3%	-$60.1K	0.63%	30
2023 Q2	$2.01M	Sell	59,591 -1,456	-2%	-$49.2K	0.65%	30
2023 Q1	$2.06M	Buy	+61,047	New	+$2.04M	0.7%	29

Other funds holding SCHC

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return