Position history for HB Wealth Management, LLC's holdings in SCHWAB STRATEGIC TR
HB Wealth Management, LLC holds 3M shares of SCHX (SCHWAB STRATEGIC TR), worth $81.6M as of 2025-Q4. The position was decreased (-0.4% shares). SCHX represents 0.5% of HB Wealth Management, LLC's portfolio.
Current Value
$81.6M
Current Shares
3M
Total Value Change
+$13.6M
Total Shares Change
+2M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 3M |
-0.4% |
| $81.6M |
| 0.5% |
| $27.12 |
0 |
| 2025-Q3 | Increased | 3M | +1.5% | $80.1M | 0.5% | $26.19 | 42 |
| 2025-Q2 | Decreased | 3M | -2.8% | $73.3M | 0.6% | $24.19 | 0 |
| 2025-Q1 | Increased | 3.1M | +2.6% | $68.1M | 0.6% | $21.77 | 43 |
| 2024-Q4 | Increased | 3M | +185.1% | $69.7M | 0.7% | $23.00 | 67 |
| 2024-Q3 | Decreased | 1.1M | -0.4% | $71.5M | 0.8% | $22.20 | 0 |
| 2024-Q2 | Decreased | 1.1M | -1.0% | $68M | 0.8% | $21.03 | 0 |