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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
Q2 		$1.19M Sell
40,442
-346
-0.8% -$9.88K 0.21% 39
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Noble Family Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.85% in Q2 2026, selling an estimated $9.88K and leaving 40,442 shares worth $1.19M. The position accounts for 0.21% of the portfolio, ranked #39.

Noble Family Wealth first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Noble Family Wealth held 40,442 shares of Schwab US Large- Cap ETF worth $1.19M as of Q2 2026.
  • Noble Family Wealth sold 346 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.88K.
  • Schwab US Large- Cap ETF made up 0.21% of Noble Family Wealth's portfolio in Q2 2026, its #39 holding.
  • Noble Family Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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