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Disclosery

HB Wealth Management, LLC: SCHV position timeline

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

HB Wealth Management, LLC held 103,114 SCHV 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 103,114 shares
    Change vs previous 13F +8,441 shares

    0.02% of the 13F portfolio, value $3,589,410.

    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 94,673 shares
    Change vs previous 13F -7,811 shares

    0.02% of the 13F portfolio, value $2,887,555.

    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 102,484 shares
    Change vs previous 13F -343 shares

    0.02% of the 13F portfolio, value $3,034,562.

    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 102,827 shares
    Change vs previous 13F +21,882 shares

    0.02% of the 13F portfolio, value $2,993,298.

    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 80,945 shares
    Change vs previous 13F -15,715 shares

    0.02% of the 13F portfolio, value $2,239,686.

    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 96,660 shares
    Change vs previous 13F +4,808 shares

    0.02% of the 13F portfolio, value $2,569,239.

    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 91,852 shares
    Change vs previous 13F +47,605 shares

    0.02% of the 13F portfolio, value $2,394,526.

    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 44,247 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,556,136.

    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).