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Noble Wealth Management PBC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Noble Wealth Management PBC’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$28.2K Hold
1,077
– – 0.02% 268
2024
Q4 		$29.8K Buy
+1,077
New +$30.7K 0.02% 243

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MGIA
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Northwestern Mutual Wealth Management
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AA
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Noble Wealth Management PBC's SCHM Position: Q1 2025 in Review

Noble Wealth Management PBC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2025 at 1,077 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #268.

Noble Wealth Management PBC first reported a position in SCHM in Q4 2024 and has held it in 2 quarters since. The position peaked at $29.8K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Noble Wealth Management PBC held 1,077 shares of Schwab US Mid-Cap ETF worth $28.2K as of Q1 2025.
  • Noble Wealth Management PBC left its Schwab US Mid-Cap ETF share count unchanged in Q1 2025.
  • Schwab US Mid-Cap ETF made up 0.02% of Noble Wealth Management PBC's portfolio in Q1 2025, its #268 holding.
  • Noble Wealth Management PBC first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Schwab US Mid-Cap ETF position peaked at $29.8K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.