Capital Group Private Client Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
14,313
+38
| +0.3% | +$906 | ﹤0.01% | 268 |
|
|
2025
Q1 | $307K | Hold |
14,275
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $324K | Sell |
14,275
-74
| -0.5% | -$1.68K | ﹤0.01% | 260 |
|
|
2024
Q3 | $318K | Buy |
14,349
+42
| +0.3% | +$931 | ﹤0.01% | 255 |
|
|
2024
Q2 | $300K | Hold |
14,307
| – | – | ﹤0.01% | 257 |
|
|
2024
Q1 | $291K | Buy |
14,307
+39
| +0.3% | +$794 | ﹤0.01% | 249 |
|
|
2023
Q4 | $265K | Sell |
14,268
-93
| -0.6% | -$1.73K | ﹤0.01% | 246 |
|
|
2023
Q3 | $239K | Buy |
14,361
+48
| +0.3% | +$798 | ﹤0.01% | 236 |
|
|
2023
Q2 | $247K | Buy |
14,313
+45
| +0.3% | +$776 | ﹤0.01% | 232 |
|
|
2023
Q1 | $228K | Buy |
14,268
+54
| +0.4% | +$861 | ﹤0.01% | 235 |
|
|
2022
Q4 | $212K | Buy |
+14,214
| New | +$212K | ﹤0.01% | 235 |
|