Back to HB Wealth Management, LLC

SCHX
Showing 8 of 18 quarters

Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR

HB Wealth Management, LLC holds 3.1M shares of SCHX (SCHWAB STRATEGIC TR), worth $78.6M as of 2026-Q1. The position was increased (+1.2% shares). SCHX represents 0.5% of HB Wealth Management, LLC's portfolio.

Current Value

$78.6M

Current Shares

3.1M

Total Value Change

+$10.6M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.1M
+1.2%
$78.6M0.5%$26.83
42
2025-Q4
Decreased
3M
-0.4%
$81.6M0.5%$27.12
0
2025-Q3
Increased
3M
+1.5%
$80.1M0.5%$26.19
42
2025-Q2
Decreased
3M
-2.8%
$73.3M0.6%$24.19
0
2025-Q1
Increased
3.1M
+2.6%
$68.1M0.6%$21.77
43
2024-Q4
Increased
3M
+185.1%
$69.7M0.7%$23.00
67
2024-Q3
Decreased
1.1M
-0.4%
$71.5M0.8%$22.20
0
2024-Q2
Decreased
1.1M
-1.0%
$68M0.8%$21.03
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used