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Disclosery

HB Wealth Management, LLC: SCHF position timeline

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

HB Wealth Management, LLC held 1,435,447 SCHF 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 1,435,447 shares
    Change vs previous 13F +21,973 shares

    0.22% of the 13F portfolio, value $39,761,901.

    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 1,413,474 shares
    Change vs previous 13F -22,652 shares

    0.23% of the 13F portfolio, value $34,983,483.

    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 1,436,126 shares
    Change vs previous 13F +1,225 shares

    0.22% of the 13F portfolio, value $34,524,478.

    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 1,434,901 shares
    Change vs previous 13F +68,647 shares

    0.23% of the 13F portfolio, value $33,404,497.

    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 1,366,254 shares
    Change vs previous 13F -148,227 shares

    0.24% of the 13F portfolio, value $30,194,143.

    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 1,514,481 shares
    Change vs previous 13F -973,471 shares

    0.25% of the 13F portfolio, value $29,956,435.

    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 2,487,952 shares
    Change vs previous 13F +1,876,461 shares

    0.47% of the 13F portfolio, value $46,027,137.

    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 611,491 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $25,144,527.

    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).