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SCHGSCHG
Showing 8 of 19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in SCHWAB US LARGE-CAP GROWTH

HB Wealth Management, LLC holds 1.7M shares of SCHG (SCHWAB US LARGE-CAP GROWTH), worth $58.3M as of 2026-Q2. The position was decreased (-0.8% shares). SCHG represents 0.3% of HB Wealth Management, LLC's portfolio.

Current Value

$58.3M

Current Shares

1.7M

Total Value Change

+$16.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-0.8%
$58.3M0.3%$33.84
0
2026-Q1
Decreased
1.7M
-5.3%
$50.6M0.3%$29.10
0
2025-Q4
Decreased
1.8M
-0.3%
$59.8M0.4%$32.55
0
2025-Q3
Increased
1.8M
+3.4%
$58.7M0.4%$31.81
36
2025-Q2
Increased
1.8M
+12.9%
$52M0.4%$29.09
40
2025-Q1
Decreased
1.6M
-0.2%
$39.5M0.3%$24.91
0
2024-Q4
Increased
1.6M
+296.0%
$44M0.4%$27.70
56
2024-Q3
Decreased
398,897
-1.0%
$41.6M0.4%$25.86
0

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

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