Noble Family Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6M	Sell	667,905 -4,752	-0.7%	-$164K	4.41%	9
2026 Q1	$20.8M	Sell	672,657 -7,785	-1%	-$248K	4.3%	9
2025 Q4	$20.5M	Buy	680,442 +7,521	+1%	+$224K	4.31%	9
2025 Q3	$19.9M	Sell	672,921 -4,248	-0.6%	-$124K	4.4%	8
2025 Q2	$19M	Buy	677,169 +54,801	+9%	+$1.45M	4.64%	8
2025 Q1	$16.3M	Sell	622,368 -48,439	-7%	-$1.35M	4.49%	8
2024 Q4	$18.6M	Sell	670,807 -61,736	-8%	-$1.76M	5.11%	7
2024 Q3	$20.3M	Sell	732,543 -39,540	-5%	-$1.05M	5.46%	6
2024 Q2	$20M	Sell	772,083 -116,694	-13%	-$3.05M	5.77%	7
2024 Q1	$24.1M	Sell	888,777 -122,163	-12%	-$3.12M	6.87%	4
2023 Q4	$25.4M	Sell	1,010,940 -5,112	-0.5%	-$117K	7.69%	4
2023 Q3	$22.9M	Sell	1,016,052 -3,336	-0.3%	-$79K	7.73%	4
2023 Q2	$24.1M	Buy	1,019,388 +34,131	+3%	+$769K	7.85%	3
2023 Q1	$22.3M	Buy	+985,257	New	+$22.7M	7.6%	4

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Noble Family Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.71% in Q2 2026, selling an estimated $164K and leaving 667,905 shares worth $24.6M. The position accounts for 4.41% of the portfolio, ranked #9.

Noble Family Wealth first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.4M in Q4 2023. 622 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Noble Family Wealth held 667,905 shares of Schwab US Mid-Cap ETF worth $24.6M as of Q2 2026.
Noble Family Wealth sold 4,752 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $164K.
Schwab US Mid-Cap ETF made up 4.41% of Noble Family Wealth's portfolio in Q2 2026, its #9 holding.
Noble Family Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's Schwab US Mid-Cap ETF position peaked at $25.4M in Q4 2023.
622 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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