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Disclosery

HB Wealth Management, LLC: SCHB position timeline

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

HB Wealth Management, LLC held 6,571,056 SCHB 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 6,571,056 shares
    Change vs previous 13F -24,165 shares

    1.07% of the 13F portfolio, value $190,297,797.

    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 6,595,221 shares
    Change vs previous 13F -93,398 shares

    1.07% of the 13F portfolio, value $165,540,068.

    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 6,688,619 shares
    Change vs previous 13F -5,470 shares

    1.14% of the 13F portfolio, value $175,442,480.

    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 6,694,089 shares
    Change vs previous 13F +197,532 shares

    1.17% of the 13F portfolio, value $172,105,033.

    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 6,496,557 shares
    Change vs previous 13F +25,680 shares

    1.24% of the 13F portfolio, value $154,811,812.

    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 6,470,877 shares
    Change vs previous 13F -34,791 shares

    1.17% of the 13F portfolio, value $139,317,983.

    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 6,505,668 shares
    Change vs previous 13F +4,281,591 shares

    1.51% of the 13F portfolio, value $147,681,312.

    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 2,224,077 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $147,945,620.

    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).