Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
HB Wealth Management, LLC holds 1.6M shares of SCHD (SCHWAB STRATEGIC TR), worth $43.3M as of 2025-Q4. The position was increased (++5.5% shares). SCHD represents 0.3% of HB Wealth Management, LLC's portfolio.
Current Value
$43.3M
Current Shares
1.6M
Total Value Change
+$4.4M
Total Shares Change
+1.1M
Other major holders of SCHD: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 1.6M |
+5.5% |
| $43.3M |
| 0.3% |
| $27.63 |
37 |
| 2025-Q3 | Increased | 1.5M | +4.0% | $40.9M | 0.3% | $26.83 | 36 |
| 2025-Q2 | Decreased | 1.4M | -5.5% | $38.2M | 0.3% | $25.87 | 0 |
| 2025-Q1 | Increased | 1.5M | +6.0% | $42.6M | 0.4% | $26.78 | 37 |
| 2024-Q4 | Increased | 1.4M | +198.9% | $39.3M | 0.4% | $26.20 | 56 |
| 2024-Q3 | Decreased | 480,823 | -3.8% | $40.6M | 0.4% | $26.78 | 0 |
| 2024-Q2 | Decreased | 499,959 | -0.3% | $38.9M | 0.5% | $24.49 | 0 |