Capital Group Private Client Services, Inc. Schwab Strategic Tr Us Broad M Transaction History

Capital Group Private Client Services, Inc.

  • $10.6 Billion
  • Q2 2025

A detailed history of Capital Group Private Client Services, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 14,313 shares of SCHB stock, worth $368,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,313
Previous 14,275 0.27%
Holding current value
$368,273
Previous $307,000 11.07%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$19.1 - $23.83 $725 - $905
38 Added 0.27%
14,313 $341,000
Q4 2024

Feb 13, 2025
BUY
$22.01 - $66.82 $208,918 - $634,255
9,492 Added 198.45%
14,275 $324,000
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $839 - $931
14 Added 0.29%
4,783 $318,000
Q1 2024

May 14, 2024
BUY
$54.61 - $61.05 $709 - $793
13 Added 0.27%
4,769 $291,000
Q4 2023

Feb 13, 2024
SELL
$47.61 - $55.91 $1,475 - $1,733
-31 Reduced 0.65%
4,756 $264,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $793 - $857
16 Added 0.34%
4,787 $238,000
Q2 2023

Aug 11, 2023
BUY
$47.08 - $51.7 $706 - $775
15 Added 0.32%
4,771 $246,000
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $800 - $886
18 Added 0.38%
4,756 $227,000
Q4 2022

Feb 14, 2023
BUY
$41.94 - $47.81 $198,711 - $226,523
4,738 New
4,738 $212,000

Others Institutions Holding SCHB

# of Institutions
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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