Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
HB Wealth Management, LLC holds 1.7M shares of SCHG (SCHWAB STRATEGIC TR), worth $50.6M as of 2026-Q1. The position was decreased (-5.3% shares). SCHG represents 0.3% of HB Wealth Management, LLC's portfolio.
Current Value
$50.6M
Current Shares
1.7M
Total Value Change
+$10M
Total Shares Change
+1.3M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 1.7M |
-5.3% |
| $50.6M |
| 0.3% |
| $30.64 |
0 |
| 2025-Q4 | Decreased | 1.8M | -0.3% | $59.8M | 0.4% | $32.88 | 0 |
| 2025-Q3 | Increased | 1.8M | +3.4% | $58.7M | 0.4% | $31.75 | 36 |
| 2025-Q2 | Increased | 1.8M | +12.9% | $52M | 0.4% | $28.96 | 40 |
| 2025-Q1 | Decreased | 1.6M | -0.2% | $39.5M | 0.3% | $24.95 | 0 |
| 2024-Q4 | Increased | 1.6M | +296.0% | $44M | 0.4% | $28.03 | 56 |
| 2024-Q3 | Decreased | 398,897 | -1.0% | $41.6M | 0.4% | $25.78 | 0 |
| 2024-Q2 | Decreased | 403,063 | -1.6% | $40.6M | 0.5% | $25.06 | 0 |