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Capital Group Private Client Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Capital Group Private Client Services’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 		$420K Buy
14,500
+35
+0.2% +$980 0.01% 229
2026
Q1 		$363K Buy
14,465
+36
+0.2% +$945 0.01% 222
2025
Q4 		$378K Buy
14,429
+40
+0.3% +$1.04K 0.01% 258
2025
Q3 		$370K Buy
14,389
+76
+0.5% +$1.88K 0.01% 260
2025
Q2 		$341K Buy
14,313
+38
+0.3% +$837 ﹤0.01% 268
2025
Q1 		$307K Hold
14,275
– – ﹤0.01% 264
2024
Q4 		$324K Sell
14,275
-74
-0.5% -$1.69K ﹤0.01% 260
2024
Q3 		$318K Buy
14,349
+42
+0.3% +$897 ﹤0.01% 255
2024
Q2 		$300K Hold
14,307
– – ﹤0.01% 257
2024
Q1 		$291K Buy
14,307
+39
+0.3% +$755 ﹤0.01% 249
2023
Q4 		$265K Sell
14,268
-93
-0.6% -$1.61K ﹤0.01% 246
2023
Q3 		$239K Buy
14,361
+48
+0.3% +$831 ﹤0.01% 236
2023
Q2 		$247K Buy
14,313
+45
+0.3% +$734 ﹤0.01% 232
2023
Q1 		$228K Buy
14,268
+54
+0.4% +$844 ﹤0.01% 235
2022
Q4 		$212K Buy
+14,214
New +$214K ﹤0.01% 235

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Capital Group Private Client Services's SCHB Position: Q2 2026 in Review

Capital Group Private Client Services increased its Schwab US Broad Market ETF (SCHB) stake by 0.24% in Q2 2026, buying an estimated $980 and bringing the position to 14,500 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #229.

Capital Group Private Client Services first reported a position in SCHB in Q4 2022 and has held it in 15 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Capital Group Private Client Services held 14,500 shares of Schwab US Broad Market ETF worth $420K as of Q2 2026.
  • Capital Group Private Client Services bought 35 Schwab US Broad Market ETF shares in Q2 2026, an estimated $980.
  • Schwab US Broad Market ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #229 holding.
  • Capital Group Private Client Services first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.