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Noble Wealth Management PBC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Noble Wealth Management PBC’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.76K Hold
300
– – ﹤0.01% 478
2026
Q2 		$9.51K Hold
300
– – ﹤0.01% 472
2026
Q1 		$9.2K Hold
300
– – ﹤0.01% 462
2025
Q4 		$8.23K Hold
300
– – ﹤0.01% 482
2025
Q3 		$8.19K Buy
+300
New +$8.19K ﹤0.01% 461
2025
Q1 		$8.39K Hold
300
– – 0.01% 402
2024
Q4 		$8.2K Buy
+300
New +$8.53K 0.01% 359

Other funds holding SCHD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

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

Noble Wealth Management PBC held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 300 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Noble Wealth Management PBC first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Noble Wealth Management PBC held 300 shares of Schwab US Dividend Equity ETF worth $9.76K as of Q3 2026.
  • Noble Wealth Management PBC left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #478 holding.
  • Noble Wealth Management PBC first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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