Noble Wealth Management PBC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Noble Wealth Management PBC’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.23K	Hold	200	–	–	﹤0.01%	494
2026 Q1	$5.82K	Hold	200	–	–	﹤0.01%	494
2025 Q4	$5.7K	Buy	200 +40	+25%	+$1.13K	﹤0.01%	510
2025 Q3	$4.46K	Buy	+160	New	+$4.28K	﹤0.01%	495
2025 Q1	$3.75K	Hold	160	–	–	﹤0.01%	459
2024 Q4	$4.14K	Buy	+160	New	+$4.26K	﹤0.01%	409

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Noble Wealth Management PBC's SCHA Position: Q2 2026 in Review

Noble Wealth Management PBC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 200 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Noble Wealth Management PBC first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Noble Wealth Management PBC held 200 shares of Schwab U.S Small- Cap ETF worth $7.23K as of Q2 2026.
Noble Wealth Management PBC left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #494 holding.
Noble Wealth Management PBC first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.