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

HB Wealth Management, LLC holds 3.1M shares of SCHX (SCHWAB US LARGE-CAP ETF), worth $92.6M as of 2026-Q2. The position was increased (+2.6% shares). SCHX represents 0.5% of HB Wealth Management, LLC's portfolio.

Current Value

$92.6M

Current Shares

3.1M

Total Value Change

+$21.1M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.1M
+2.6%
$92.6M0.5%$29.43
43
2026-Q1
Increased
3.1M
+1.2%
$78.6M0.5%$25.57
42
2025-Q4
Decreased
3M
-0.4%
$81.6M0.5%$26.76
0
2025-Q3
Increased
3M
+1.5%
$80.1M0.5%$26.12
42
2025-Q2
Decreased
3M
-2.8%
$73.3M0.6%$24.17
0
2025-Q1
Increased
3.1M
+2.6%
$68.1M0.6%$21.77
43
2024-Q4
Increased
3M
+185.1%
$69.7M0.7%$22.79
67
2024-Q3
Decreased
1.1M
-0.4%
$71.5M0.8%$22.16
0

Other major holders of SCHX: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, US BANCORP \DE\

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