NFW
SCHV

Noble Family Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Noble Family Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
728,348
+3,535
+0.5% +$116K 4.54% 7
2026
Q1 		$22.1M Sell
724,813
-4,677
-0.6% -$146K 4.56% 6
2025
Q4 		$21.6M Sell
729,490
-3,833
-0.5% -$112K 4.55% 7
2025
Q3 		$21.3M Buy
733,323
+9,994
+1% +$284K 4.71% 7
2025
Q2 		$20M Buy
723,329
+52,009
+8% +$1.37M 4.89% 7
2025
Q1 		$17.8M Sell
671,320
-19,601
-3% -$526K 4.91% 6
2024
Q4 		$17.9M Buy
690,921
+666
+0.1% +$18K 4.94% 8
2024
Q3 		$18.5M Sell
690,255
-2,010
-0.3% -$51.6K 4.97% 8
2024
Q2 		$17.1M Sell
692,265
-198
-0% -$4.89K 4.92% 8
2024
Q1 		$17.5M Sell
692,463
-54,393
-7% -$1.3M 4.99% 8
2023
Q4 		$17.5M Buy
746,856
+24,294
+3% +$531K 5.29% 7
2023
Q3 		$15.5M Buy
722,562
+7,953
+1% +$179K 5.24% 7
2023
Q2 		$16M Sell
714,609
-1,224
-0.2% -$26.7K 5.2% 7
2023
Q1 		$15.6M Buy
+715,833
New +$15.9M 5.34% 7

Other funds holding SCHV

Envestnet Asset Management
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

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

Noble Family Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.49% in Q2 2026, buying an estimated $116K and bringing the position to 728,348 shares worth $25.4M. The position accounts for 4.54% of the portfolio, ranked #7.

Noble Family Wealth first reported a position in SCHV in Q1 2023 and has held it in 14 quarters since. 563 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Noble Family Wealth held 728,348 shares of Schwab US Large-Cap Value ETF worth $25.4M as of Q2 2026.
  • Noble Family Wealth bought 3,535 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $116K.
  • Schwab US Large-Cap Value ETF made up 4.54% of Noble Family Wealth's portfolio in Q2 2026, its #7 holding.
  • Noble Family Wealth first reported a position in Schwab US Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 563 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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