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Disclosery

HB Wealth Management, LLC: SCHD position timeline

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

HB Wealth Management, LLC held 1,780,558 SCHD 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 1,780,558 shares
    Change vs previous 13F +137,402 shares

    0.32% of the 13F portfolio, value $56,461,505.

    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 1,643,156 shares
    Change vs previous 13F +63,788 shares

    0.33% of the 13F portfolio, value $50,412,050.

    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 1,579,368 shares
    Change vs previous 13F +82,207 shares

    0.28% of the 13F portfolio, value $43,322,064.

    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 1,497,161 shares
    Change vs previous 13F +57,181 shares

    0.28% of the 13F portfolio, value $40,872,520.

    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 1,439,980 shares
    Change vs previous 13F -84,123 shares

    0.31% of the 13F portfolio, value $38,159,482.

    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 1,524,103 shares
    Change vs previous 13F +86,824 shares

    0.36% of the 13F portfolio, value $42,613,929.

    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 1,437,279 shares
    Change vs previous 13F +956,456 shares

    0.4% of the 13F portfolio, value $39,266,487.

    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 480,823 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $40,643,978.

    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).