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Disclosery

HB Wealth Management, LLC: SCHG position timeline

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

HB Wealth Management, LLC held 1,723,874 SCHG 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 1,723,874 shares
    Change vs previous 13F -13,985 shares

    0.33% of the 13F portfolio, value $58,335,898.

    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 1,737,859 shares
    Change vs previous 13F -96,859 shares

    0.33% of the 13F portfolio, value $50,623,835.

    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 1,834,718 shares
    Change vs previous 13F -5,135 shares

    0.39% of the 13F portfolio, value $59,848,515.

    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 1,839,853 shares
    Change vs previous 13F +60,380 shares

    0.4% of the 13F portfolio, value $58,709,725.

    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 1,779,473 shares
    Change vs previous 13F +203,272 shares

    0.42% of the 13F portfolio, value $51,978,408.

    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 1,576,201 shares
    Change vs previous 13F -3,510 shares

    0.33% of the 13F portfolio, value $39,468,094.

    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 1,579,711 shares
    Change vs previous 13F +1,180,814 shares

    0.45% of the 13F portfolio, value $44,026,560.

    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 398,897 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $41,557,178.

    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).