Capital Group Private Client Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Group Private Client Services’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 Q3	$368K	Buy	+12,278	New	+$368K	0.01%	237

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Capital Group Private Client Services's SCHX Position: Q3 2026 in Review

Capital Group Private Client Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 12,278 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings.

1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Capital Group Private Client Services held 12,278 shares of Schwab US Large- Cap ETF worth $368K as of Q3 2026.
Schwab US Large- Cap ETF was a new Capital Group Private Client Services position in Q3 2026.
Schwab US Large- Cap ETF made up 0.01% of Capital Group Private Client Services's portfolio in Q3 2026, its #237 holding.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Capital Group Private Client Services's 13F filing for Q3 2026, filed 12 Nov 2026.