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Disclosery

HB Wealth Management, LLC: SCHW position timeline

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

HB Wealth Management, LLC held 53,661 SCHW 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 53,661 shares
    Change vs previous 13F -10,670 shares

    0.03% of the 13F portfolio, value $4,951,351.

    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 64,331 shares
    Change vs previous 13F +4,737 shares

    0.04% of the 13F portfolio, value $6,045,919.

    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 59,594 shares
    Change vs previous 13F +3,236 shares

    0.04% of the 13F portfolio, value $5,954,093.

    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 56,358 shares
    Change vs previous 13F +13,517 shares

    0.04% of the 13F portfolio, value $5,380,567.

    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 42,841 shares
    Change vs previous 13F -10,105 shares

    0.03% of the 13F portfolio, value $3,908,840.

    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 52,946 shares
    Change vs previous 13F +7,390 shares

    0.03% of the 13F portfolio, value $4,144,684.

    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 45,556 shares
    Change vs previous 13F -1,589 shares

    0.03% of the 13F portfolio, value $3,371,641.

    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 47,145 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,055,484.

    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).