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SCHFSCHF
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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR

HB Wealth Management, LLC holds 1.4M shares of SCHF (SCHWAB STRATEGIC TR), worth $39.8M as of 2026-Q2. The position was increased (+1.6% shares). SCHF represents 0.2% of HB Wealth Management, LLC's portfolio.

Current Value

$39.8M

Current Shares

1.4M

Total Value Change

+$14.6M

Total Shares Change

+823,956

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+1.6%
$39.8M0.2%$27.70
35
2026-Q1
Decreased
1.4M
-1.6%
$35M0.2%$24.60
0
2025-Q4
Increased
1.4M
+0.1%
$34.5M0.2%$23.90
34
2025-Q3
Increased
1.4M
+5.0%
$33.4M0.2%$22.50
36
2025-Q2
Decreased
1.4M
-9.8%
$30.2M0.2%$21.36
0
2025-Q1
Decreased
1.5M
-39.1%
$30M0.3%$18.99
0
2024-Q4
Increased
2.5M
+306.9%
$46M0.5%$17.76
56
2024-Q3
Decreased
611,491
-4.8%
$25.1M0.3%$19.31
0

Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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