Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
HB Wealth Management, LLC holds 6.6M shares of SCHB (SCHWAB STRATEGIC TR), worth $165.5M as of 2026-Q1. The position was decreased (-1.4% shares). SCHB represents 1.1% of HB Wealth Management, LLC's portfolio.
Current Value
$165.5M
Current Shares
6.6M
Total Value Change
+$24.8M
Total Shares Change
+4.4M
Other major holders of SCHB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Wealthfront Advisers LLC
Decreased |
| 6.6M |
-1.4% |
| $165.5M |
| 1.1% |
| $26.25 |
0 |
| 2025-Q4 | Decreased | 6.7M | -0.1% | $175.4M | 1.1% | $26.44 | 0 |
| 2025-Q3 | Increased | 6.7M | +3.0% | $172.1M | 1.2% | $25.55 | 49 |
| 2025-Q2 | Increased | 6.5M | +0.4% | $154.8M | 1.2% | $23.57 | 48 |
| 2025-Q1 | Decreased | 6.5M | -0.5% | $139.3M | 1.2% | $21.25 | 0 |
| 2024-Q4 | Increased | 6.5M | +192.5% | $147.7M | 1.5% | $22.51 | 77 |
| 2024-Q3 | Decreased | 2.2M | -0.7% | $147.9M | 1.6% | $21.74 | 0 |
| 2024-Q2 | Decreased | 2.2M | -1.4% | $140.8M | 1.6% | $20.57 | 0 |