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SCHG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.7M
-5.3%
$50.6M0.3%$30.64
0
2025-Q4
Decreased
1.8M
-0.3%
$59.8M0.4%$32.88
0
2025-Q3
Increased
1.8M
+3.4%
$58.7M0.4%$31.75
36
2025-Q2
Increased
1.8M
+12.9%
$52M0.4%$28.96
40
2025-Q1
Decreased
1.6M
-0.2%
$39.5M0.3%$24.95
0
2024-Q4
Increased
1.6M
+296.0%
$44M0.4%$28.03
56
2024-Q3
Decreased
398,897
-1.0%
$41.6M0.4%$25.78
0
2024-Q2
Decreased
403,063
-1.6%
$40.6M0.5%$25.06
0

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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