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Citizens Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Citizens Financial Group’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 		$794K Buy
27,403
+18,150
+196% +$508K 0.01% 508
2026
Q1 		$232K Sell
9,253
-427
-4% -$11.2K ﹤0.01% 762
2025
Q4 		$254K Buy
9,680
+1,006
+12% +$26.2K ﹤0.01% 719
2025
Q3 		$223K Sell
8,674
-11,921
-58% -$295K ﹤0.01% 738
2025
Q2 		$491K Sell
20,595
-19,525
-49% -$430K 0.01% 477
2025
Q1 		$864K Buy
40,120
+115
+0.3% +$2.62K 0.02% 337
2024
Q4 		$908K Buy
40,005
+135
+0.3% +$3.08K 0.02% 309
2024
Q3 		$884K Buy
39,870
+1,410
+4% +$30.1K 0.02% 310
2024
Q2 		$809K Buy
38,460
+681
+2% +$13.8K 0.02% 302
2024
Q1 		$769K Sell
37,779
-690
-2% -$13.4K 0.03% 226
2023
Q4 		$714K Sell
38,469
-951
-2% -$16.4K 0.02% 240
2023
Q3 		$655K Sell
39,420
-888
-2% -$15.4K 0.03% 213
2023
Q2 		$695K Buy
40,308
+150
+0.4% +$2.44K 0.03% 235
2023
Q1 		$641K Buy
40,158
+153
+0.4% +$2.39K 0.02% 261
2022
Q4 		$598K Buy
40,005
+183
+0.5% +$2.75K 0.02% 242
2022
Q3 		$557K Buy
39,822
+171
+0.4% +$2.66K 0.02% 246
2022
Q2 		$584K Buy
+39,651
New +$636K 0.02% 248
2020
Q1 		– Sell
-7,998
Closed -$102K – 1208
2019
Q4 		$102K Buy
7,998
+90
+1% +$1.1K 0.01% 327
2019
Q3 		$94K Buy
+7,908
New +$93.4K 0.01% 295
2019
Q2 		– Sell
-7,878
Closed -$89K – 844
2019
Q1 		$89K Buy
+7,878
New +$86K 0.01% 296

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 $104B AUM 28.3% 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

Citizens Financial Group's SCHB Position: Q2 2026 in Review

Citizens Financial Group increased its Schwab US Broad Market ETF (SCHB) stake by 196% in Q2 2026, buying an estimated $508K and bringing the position to 27,403 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #508.

Citizens Financial Group first reported a position in SCHB in Q1 2019 and has held it in 20 quarters since. The position peaked at $908K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Citizens Financial Group held 27,403 shares of Schwab US Broad Market ETF worth $794K as of Q2 2026.
  • Citizens Financial Group bought 18,150 Schwab US Broad Market ETF shares in Q2 2026, an estimated $508K.
  • Schwab US Broad Market ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #508 holding.
  • Citizens Financial Group first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 20 quarters since.
  • Citizens Financial Group's Schwab US Broad Market ETF position peaked at $908K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.