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Disclosery

HB Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

HB Wealth Management, LLC held 292,233 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 292,233 shares
    Change vs previous 13F -988 shares

    0.06% of the 13F portfolio, value $10,558,384.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 293,221 shares
    Change vs previous 13F +5,072 shares

    0.06% of the 13F portfolio, value $8,526,887.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 288,149 shares
    Change vs previous 13F +298 shares

    0.05% of the 13F portfolio, value $8,206,484.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 287,851 shares
    Change vs previous 13F +9,601 shares

    0.05% of the 13F portfolio, value $8,031,050.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 278,250 shares
    Change vs previous 13F -26,446 shares

    0.06% of the 13F portfolio, value $7,039,675.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 304,696 shares
    Change vs previous 13F +6,067 shares

    0.06% of the 13F portfolio, value $7,139,042.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 298,629 shares
    Change vs previous 13F +145,607 shares

    0.08% of the 13F portfolio, value $7,722,522.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 153,022 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,880,667.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).