Noble Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.43M	Sell	278,570 -3,519	-1%	-$117K	1.69%	17
2026 Q1	$8.22M	Sell	282,089 -10,321	-4%	-$321K	1.7%	16
2025 Q4	$9.54M	Sell	292,410 -7,307	-2%	-$238K	2.01%	15
2025 Q3	$9.56M	Sell	299,717 -2,900	-1%	-$88.4K	2.11%	15
2025 Q2	$8.84M	Sell	302,617 -25,227	-8%	-$667K	2.16%	15
2025 Q1	$8.21M	Sell	327,844 -25,591	-7%	-$701K	2.26%	15
2024 Q4	$9.95M	Sell	353,435 -24,481	-6%	-$670K	2.74%	14
2024 Q3	$9.84M	Sell	377,916 -5,724	-1%	-$144K	2.65%	14
2024 Q2	$9.67M	Sell	383,640 -48,396	-11%	-$1.14M	2.78%	14
2024 Q1	$10M	Sell	432,036 -62,204	-13%	-$1.38M	2.85%	14
2023 Q4	$10.3M	Sell	494,240 -2,560	-0.5%	-$49.5K	3.1%	12
2023 Q3	$9.03M	Sell	496,800 -16,292	-3%	-$307K	3.05%	13
2023 Q2	$9.61M	Sell	513,092 -5,484	-1%	-$94K	3.13%	13
2023 Q1	$8.45M	Buy	+518,576	New	+$7.87M	2.88%	12

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

Noble Family Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, selling an estimated $117K and leaving 278,570 shares worth $9.43M. The position accounts for 1.69% of the portfolio, ranked #17.

Noble Family Wealth first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2023. 978 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Noble Family Wealth held 278,570 shares of Schwab US Large-Cap Growth ETF worth $9.43M as of Q2 2026.
Noble Family Wealth sold 3,519 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $117K.
Schwab US Large-Cap Growth ETF made up 1.69% of Noble Family Wealth's portfolio in Q2 2026, its #17 holding.
Noble Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $10.3M in Q4 2023.
978 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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