Schwab U S Broad Market ETF shares owned by Capital Group Private Client Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Capital Group Private Client Services
from 13F filings
Historical chart of Capital Group Private Client Services investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Capital Group Private Client Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Capital Group Private Client Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 14k | 25.71 |
| 2025-06-30 | $341k | 14k | 23.83 |
| 2025-03-31 | $307k | 14k | 21.53 |
| 2024-12-31 | $324k | 14k | 22.70 |
| 2024-09-30 | $318k | 4.8k | 66.51 |
| 2024-03-31 | $291k | 4.8k | 61.05 |
| 2023-12-31 | $265k | 4.8k | 55.67 |
| 2023-09-30 | $239k | 4.8k | 49.85 |
| 2023-06-30 | $247k | 4.8k | 51.71 |
| 2023-03-31 | $228k | 4.8k | 47.85 |
| 2022-12-31 | $212k | 4.7k | 44.81 |
More positions owned by Capital Group Private Client Services
View all positions for Capital Group Private Client Services