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Disclosery

HB Wealth Management, LLC: SCHE position timeline

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

HB Wealth Management, LLC held 44,676 SCHE 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 44,676 shares
    Change vs previous 13F +3,539 shares

    0.01% of the 13F portfolio, value $1,619,972.

    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 41,137 shares
    Change vs previous 13F -2,086 shares

    0.01% of the 13F portfolio, value $1,355,469.

    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 43,223 shares
    Change vs previous 13F -533 shares

    0.01% of the 13F portfolio, value $1,415,558.

    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 43,756 shares
    Change vs previous 13F +12,334 shares

    0.01% of the 13F portfolio, value $1,460,156.

    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 31,422 shares
    Change vs previous 13F -3,638 shares

    0.01% of the 13F portfolio, value $947,035.

    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 35,060 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $966,619.

    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 34,059 shares
    Change vs previous 13F -6,381 shares

    0.01% of the 13F portfolio, value $907,095.

    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 40,440 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,180,043.

    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).