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SCHBSCHB
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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in SCHWAB US BROAD MARKET ETF

HB Wealth Management, LLC holds 6.6M shares of SCHB (SCHWAB US BROAD MARKET ETF), worth $190.3M as of 2026-Q2. The position was decreased (-0.4% shares). SCHB represents 1.1% of HB Wealth Management, LLC's portfolio.

Current Value

$190.3M

Current Shares

6.6M

Total Value Change

+$42.4M

Total Shares Change

+4.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.6M
-0.4%
$190.3M1.1%$28.96
0
2026-Q1
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

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

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