Noesis Capital Mangement’s Schwab US Broad Market ETF SCHB Stock Holding History

Noesis Capital Mangement’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Sell	10,424 -631	-6%	-$17.7K	0.04%	103
2026 Q1	$277K	Sell	11,055 -379	-3%	-$9.95K	0.04%	101
2025 Q4	$300K	Sell	11,434 -1,091	-9%	-$28.4K	0.04%	97
2025 Q3	$322K	Sell	12,525 -350	-3%	-$8.66K	0.05%	92
2025 Q2	$307K	Buy	12,875 +2,781	+28%	+$61.3K	0.05%	97
2025 Q1	$217K	Hold	10,094	–	–	0.04%	117
2024 Q4	$229K	Sell	10,094 -1	-0%	-$23	0.04%	105
2024 Q3	$224K	Hold	10,095	–	–	0.04%	110
2024 Q2	$212K	Hold	10,095	–	–	0.05%	101
2024 Q1	$205K	Buy	+10,095	New	+$195K	0.05%	91

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Noesis Capital Mangement's SCHB Position: Q2 2026 in Review

Noesis Capital Mangement reduced its Schwab US Broad Market ETF (SCHB) stake by 5.7% in Q2 2026, selling an estimated $17.7K and leaving 10,424 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #103.

Noesis Capital Mangement first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. The position peaked at $322K in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Noesis Capital Mangement held 10,424 shares of Schwab US Broad Market ETF worth $302K as of Q2 2026.
Noesis Capital Mangement sold 631 Schwab US Broad Market ETF shares in Q2 2026, an estimated $17.7K.
Schwab US Broad Market ETF made up 0.04% of Noesis Capital Mangement's portfolio in Q2 2026, its #103 holding.
Noesis Capital Mangement first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
Noesis Capital Mangement's Schwab US Broad Market ETF position peaked at $322K in Q3 2025.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.