Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
HB Wealth Management, LLC holds 1.8M shares of SCHG (SCHWAB STRATEGIC TR), worth $59.8M as of 2025-Q4. The position was decreased (-0.3% shares). SCHG represents 0.4% of HB Wealth Management, LLC's portfolio.
Current Value
$59.8M
Current Shares
1.8M
Total Value Change
+$19.2M
Total Shares Change
+1.4M
Other major holders of SCHG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.
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 |