Charles Schwab
SBC

Charles Schwab’s SBC Medical Group SBC Stock Holding History

Charles Schwab’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$144K Buy
46,855
+28,654
+157% +$97.2K ﹤0.01% 3398
2026
Q1 		$76.1K Sell
18,201
-9,140
-33% -$38.1K ﹤0.01% 3405
2025
Q4 		$118K Buy
27,341
+13,074
+92% +$49.9K ﹤0.01% 3389
2025
Q3 		$61.9K Hold
14,267
– – ﹤0.01% 3416
2025
Q2 		$66.2K Buy
+14,267
New +$56.4K ﹤0.01% 3436

Other funds holding SBC

LK
Lumbard & Kellner Hollis, New Hampshire $330M AUM 65.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab's SBC Position: Q2 2026 in Review

Charles Schwab increased its SBC Medical Group (SBC) stake by 157% in Q2 2026, buying an estimated $97.2K and bringing the position to 46,855 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #3398.

Charles Schwab first reported a position in SBC in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold SBC as of Q2 2026.

  • Charles Schwab held 46,855 shares of SBC Medical Group worth $144K as of Q2 2026.
  • Charles Schwab bought 28,654 SBC Medical Group shares in Q2 2026, an estimated $97.2K.
  • SBC Medical Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3398 holding.
  • Charles Schwab first reported a position in SBC Medical Group in Q2 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held SBC Medical Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.