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 Q3	$6.53K	Hold	200	–	–	﹤0.01%	501
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Noble Wealth Management PBC's SCHA Position: Q3 2026 in Review

Noble Wealth Management PBC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 200 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Noble Wealth Management PBC first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.23K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Noble Wealth Management PBC held 200 shares of Schwab U.S Small- Cap ETF worth $6.53K as of Q3 2026.
Noble Wealth Management PBC left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #501 holding.
Noble Wealth Management PBC first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Schwab U.S Small- Cap ETF position peaked at $7.23K in Q2 2026.
82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.