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SCHDSCHD
Showing 8 of 19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in SCHWAB US DVD EQUITY ETF

HB Wealth Management, LLC holds 1.8M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $56.5M as of 2026-Q2. The position was increased (+8.4% shares). SCHD represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$56.5M

Current Shares

1.8M

Total Value Change

+$15.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+8.4%
$56.5M0.3%$31.71
38
2026-Q1
Increased
1.6M
+4.0%
$50.4M0.3%$31.59
36
2025-Q4
Increased
1.6M
+5.5%
$43.3M0.3%$27.63
37
2025-Q3
Increased
1.5M
+4.0%
$40.9M0.3%$26.83
36
2025-Q2
Decreased
1.4M
-5.5%
$38.2M0.3%$25.87
0
2025-Q1
Increased
1.5M
+6.0%
$42.6M0.4%$26.78
37
2024-Q4
Increased
1.4M
+198.9%
$39.3M0.4%$26.20
56
2024-Q3
Decreased
480,823
-3.8%
$40.6M0.4%$26.78
0

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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