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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Sell	40,788 -117	-0.3%	-$3.14K	0.22%	42
2025 Q4	$1.1M	Hold	40,905	–	–	0.23%	39
2025 Q3	$1.08M	Hold	40,905	–	–	0.24%	40
2025 Q2	$1,000K	Hold	40,905	–	–	0.24%	39
2025 Q1	$903K	Sell	40,905 -843	-2%	-$19.6K	0.25%	39
2024 Q4	$971K	Hold	41,748	–	–	0.27%	36
2024 Q3	$944K	Hold	41,748	–	–	0.25%	42
2024 Q2	$894K	Hold	41,748	–	–	0.26%	42
2024 Q1	$864K	Hold	41,748	–	–	0.25%	42
2023 Q4	$785K	Hold	41,748	–	–	0.24%	45
2023 Q3	$704K	Hold	41,748	–	–	0.24%	43
2023 Q2	$729K	Sell	41,748 -309	-0.7%	-$5.1K	0.24%	43
2023 Q1	$678K	Buy	+42,057	New	+$662K	0.23%	44

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Noble Family Wealth's SCHX Position: Q1 2026 in Review

Noble Family Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.29% in Q1 2026, selling an estimated $3.14K and leaving 40,788 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #42.

Noble Family Wealth first reported a position in SCHX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Noble Family Wealth held 40,788 shares of Schwab US Large- Cap ETF worth $1.05M as of Q1 2026.
Noble Family Wealth sold 117 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $3.14K.
Schwab US Large- Cap ETF made up 0.22% of Noble Family Wealth's portfolio in Q1 2026, its #42 holding.
Noble Family Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's Schwab US Large- Cap ETF position peaked at $1.1M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.