Hb Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,470,877 shares of SCHB stock, worth $155 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

6,470,877

Previous 6,505,668 0.53%

Holding current value

$155 Million

Previous $148 Million 5.66%

% of portfolio

1.18%

Previous 1.52%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$21.23 - $23.75 $738,612 - $826,286	-34,791 Reduced 0.53%	6,470,877 $139 Million
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $94.2 Million - $286 Million	4,281,591 Added 192.51%	6,505,668 $148 Million
Q3 2024 Oct 15, 2024	SELL	$59.93 - $66.52 $913,093 - $1.01 Million	-15,236 Reduced 0.68%	2,224,077 $148 Million
Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $1.83 Million - $2.01 Million	-31,783 Reduced 1.4%	2,239,313 $141 Million
Q1 2024 Apr 30, 2024	SELL	$54.61 - $61.05 $3.99 Million - $4.46 Million	-73,051 Reduced 3.12%	2,271,096 $139 Million
Q4 2023 Jan 16, 2024	SELL	$47.61 - $55.91 $36,421 - $42,771	-765 Reduced 0.03%	2,344,147 $130 Million
Q3 2023 Oct 13, 2023	SELL	$49.59 - $53.57 $2.15 Million - $2.32 Million	-43,319 Reduced 1.81%	2,344,912 $117 Million
Q2 2023 Jul 13, 2023	SELL	$47.08 - $51.7 $1.82 Million - $2 Million	-38,635 Reduced 1.59%	2,388,231 $123 Million
Q1 2023 Apr 13, 2023	SELL	$44.47 - $49.23 $13.3 Million - $14.7 Million	-298,294 Reduced 10.95%	2,426,866 $116 Million
Q4 2022 Jan 20, 2023	BUY	$41.94 - $47.81 $26.3 Million - $29.9 Million	625,929 Added 29.82%	2,725,160 $0
Q3 2022 Oct 19, 2022	SELL	$41.99 - $50.63 $655,379 - $790,233	-15,608 Reduced 0.74%	2,099,231 $88.1 Million
Q2 2022 Jul 15, 2022	BUY	$42.93 - $53.98 $11.2 Million - $14 Million	260,200 Added 14.03%	2,114,839 $93.5 Million
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $48.8 Million - $56.4 Million	992,153 Added 115.03%	1,854,639 $99 Million
Q4 2021 Feb 15, 2022	BUY	$51.87 - $56.86 $44.7 Million - $49 Million	862,486 New	862,486 $97.5 Million

Others Institutions Holding SCHB

# of Institutions

1,297

Shares Held

489M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Hb Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History