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Noble Wealth Management PBC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Noble Wealth Management PBC’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.36K Sell
250
-517
-67% -$14.8K ﹤0.01% 493
2026
Q1 		$19.7K Sell
767
-100
-12% -$2.68K 0.01% 369
2025
Q4 		$23.3K Hold
867
– – 0.01% 361
2025
Q3 		$22.8K Buy
+867
New +$22K 0.01% 343

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

Noble Wealth Management PBC reduced its Schwab US Large- Cap ETF (SCHX) stake by 67% in Q2 2026, selling an estimated $14.8K and leaving 250 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Noble Wealth Management PBC first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.3K in Q4 2025. 710 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Noble Wealth Management PBC held 250 shares of Schwab US Large- Cap ETF worth $7.36K as of Q2 2026.
  • Noble Wealth Management PBC sold 517 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $14.8K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #493 holding.
  • Noble Wealth Management PBC first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Schwab US Large- Cap ETF position peaked at $23.3K in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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