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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab's SBC Position: Q1 2026 in Review

Charles Schwab reduced its SBC Medical Group (SBC) stake by 33% in Q1 2026, selling an estimated $38.1K and leaving 18,201 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Charles Schwab first reported a position in SBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $118K in Q4 2025. 50 funds tracked by Wall St. Rank hold SBC as of Q1 2026.

  • Charles Schwab held 18,201 shares of SBC Medical Group worth $76.1K as of Q1 2026.
  • Charles Schwab sold 9,140 SBC Medical Group shares in Q1 2026, an estimated $38.1K.
  • SBC Medical Group made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3405 holding.
  • Charles Schwab first reported a position in SBC Medical Group in Q2 2025 and has held it in 4 quarters since.
  • Charles Schwab's SBC Medical Group position peaked at $118K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SBC Medical Group as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.