Hb Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Hb Wealth Management, LLC holds 14,010 shares of SCHK stock, worth $446,638. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,010

Previous 13,800 1.52%

Holding current value

$446,638

Previous $411,000 9.49%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$29.8 - $32.29 $6,258 - $6,780	210 Added 1.52%	14,010 $450,000
Q2 2025 Jul 17, 2025	SELL	$23.87 - $29.82 $5,012 - $6,262	-210 Reduced 1.5%	13,800 $411,000
Q4 2024 Jan 15, 2025	BUY	$27.45 - $55.56 $192,287 - $389,197	7,005 Added 100.0%	14,010 $396,000
Q4 2023 Jan 16, 2024	BUY	$39.52 - $46.21 $197 - $231	5 Added 0.07%	7,005 $322,000
Q2 2023 Jul 13, 2023	SELL	$38.96 - $42.79 $1,402 - $1,540	-36 Reduced 0.51%	7,000 $299,000
Q1 2023 Apr 13, 2023	BUY	$36.64 - $40.44 $4,983 - $5,499	136 Added 1.97%	7,036 $278,000
Q3 2022 Oct 19, 2022	SELL	$34.61 - $41.69 $9,517 - $11,464	-275 Reduced 3.83%	6,900 $239,000
Q1 2022 May 16, 2022	BUY	$40.46 - $46.8 $290,300 - $335,790	7,175 New	7,175 $316,000

Others Institutions Holding SCHK

# of Institutions

237

Shares Held

72.7M

Call Options Held

91.7K

Put Options Held

20.8K

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Hb Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History