NWMP
SCHW

Noble Wealth Management PBC’s Charles Schwab SCHW Stock Holding History

Noble Wealth Management PBC’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$393K Sell
4,017
-422
-10% -$44.4K 0.18% 115
2026
Q2 		$410K Sell
4,439
-511
-10% -$46.6K 0.18% 111
2026
Q1 		$465K Sell
4,950
-975
-16% -$95.6K 0.23% 92
2025
Q4 		$592K Sell
5,925
-1,100
-16% -$104K 0.3% 78
2025
Q3 		$671K Buy
+7,025
New +$667K 0.36% 71
2025
Q1 		$599K Sell
7,650
-1,075
-12% -$84.4K 0.41% 72
2024
Q4 		$646K Buy
+8,725
New +$653K 0.45% 66

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its Charles Schwab (SCHW) stake by 9.5% in Q3 2026, selling an estimated $44.4K and leaving 4,017 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #115.

Noble Wealth Management PBC first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q3 2025. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Noble Wealth Management PBC held 4,017 shares of Charles Schwab worth $393K as of Q3 2026.
  • Noble Wealth Management PBC sold 422 Charles Schwab shares in Q3 2026, an estimated $44.4K.
  • Charles Schwab made up 0.18% of Noble Wealth Management PBC's portfolio in Q3 2026, its #115 holding.
  • Noble Wealth Management PBC first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Charles Schwab position peaked at $671K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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