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Disclosery

HB Wealth Management, LLC: SCHX position timeline

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

HB Wealth Management, LLC held 3,146,255 SCHX 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 3,146,255 shares
    Change vs previous 13F +78,921 shares

    0.52% of the 13F portfolio, value $92,594,294.

    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 3,067,334 shares
    Change vs previous 13F +35,898 shares

    0.51% of the 13F portfolio, value $78,646,452.

    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 3,031,436 shares
    Change vs previous 13F -11,309 shares

    0.53% of the 13F portfolio, value $81,575,947.

    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 3,042,745 shares
    Change vs previous 13F +44,177 shares

    0.54% of the 13F portfolio, value $80,145,929.

    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 2,998,568 shares
    Change vs previous 13F -84,716 shares

    0.59% of the 13F portfolio, value $73,285,003.

    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 3,083,284 shares
    Change vs previous 13F +77,236 shares

    0.57% of the 13F portfolio, value $68,078,914.

    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 3,006,048 shares
    Change vs previous 13F +1,951,656 shares

    0.71% of the 13F portfolio, value $69,680,213.

    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 1,054,392 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $71,540,507.

    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).