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SCHD
Showing 8 of 18 quarters

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 $50.4M as of 2026-Q1. The position was increased (+4.0% shares). SCHD represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$50.4M

Current Shares

1.6M

Total Value Change

+$11.5M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
499,959
-0.3%
$38.9M0.5%$24.49
0

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

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