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Noble Family Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Noble Family Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.9M Buy
1,605,116
+100,061
+7% +$3.17M 9.11% 4
2026
Q1 		$46.2M Buy
1,505,055
+77,364
+5% +$2.35M 9.53% 3
2025
Q4 		$39.2M Buy
1,427,691
+58,501
+4% +$1.59M 8.26% 4
2025
Q3 		$37.4M Buy
1,369,190
+80,325
+6% +$2.19M 8.24% 4
2025
Q2 		$34.2M Buy
1,288,865
+18,886
+1% +$493K 8.35% 3
2025
Q1 		$35.5M Buy
1,269,979
+67,741
+6% +$1.89M 9.78% 2
2024
Q4 		$32.7M Buy
1,202,238
+58,674
+5% +$1.67M 9.02% 3
2024
Q3 		$32.2M Buy
1,143,564
+61,503
+6% +$1.68M 8.66% 3
2024
Q2 		$28M Buy
1,082,061
+39,063
+4% +$1.02M 8.07% 3
2024
Q1 		$28M Buy
1,042,998
+27,966
+3% +$722K 7.98% 3
2023
Q4 		$25.8M Buy
1,015,032
+22,377
+2% +$533K 7.8% 3
2023
Q3 		$23.4M Buy
992,655
+54,384
+6% +$1.33M 7.9% 3
2023
Q2 		$22.7M Buy
938,271
+12,978
+1% +$310K 7.39% 4
2023
Q1 		$22.6M Buy
+925,293
New +$23.1M 7.7% 3

Other funds holding SCHD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Noble Family Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 6.6% in Q2 2026, buying an estimated $3.17M and bringing the position to 1,605,116 shares worth $50.9M. The position accounts for 9.11% of the portfolio, ranked #4.

Noble Family Wealth first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. 1,243 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Noble Family Wealth held 1,605,116 shares of Schwab US Dividend Equity ETF worth $50.9M as of Q2 2026.
  • Noble Family Wealth bought 100,061 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $3.17M.
  • Schwab US Dividend Equity ETF made up 9.11% of Noble Family Wealth's portfolio in Q2 2026, its #4 holding.
  • Noble Family Wealth first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,243 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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