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SCHB
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
6.6M
-1.4%
$165.5M1.1%$26.25
0
2025-Q4
Decreased
6.7M
-0.1%
$175.4M1.1%$26.44
0
2025-Q3
Increased
6.7M
+3.0%
$172.1M1.2%$25.55
49
2025-Q2
Increased
6.5M
+0.4%
$154.8M1.2%$23.57
48
2025-Q1
Decreased
6.5M
-0.5%
$139.3M1.2%$21.25
0
2024-Q4
Increased
6.5M
+192.5%
$147.7M1.5%$22.51
77
2024-Q3
Decreased
2.2M
-0.7%
$147.9M1.6%$21.74
0
2024-Q2
Decreased
2.2M
-1.4%
$140.8M1.6%$20.57
0

Other major holders of SCHB: Wealthfront Advisers LLC

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