Hb Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hb Wealth Management, LLC holds 326,203 shares of SCHM stock, worth $9.61 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
326,203
Previous 325,882 0.1%
Holding current value
$9.61 Million
Previous $9.14 Million 5.78%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$28.15 - $30.13 $9,036 - $9,671
321 Added 0.1%
326,203 $9.67 Million
Q2 2025

Jul 17, 2025
SELL
$22.92 - $28.05 $206,073 - $252,197
-8,991 Reduced 2.68%
325,882 $9.14 Million
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $57,299 - $65,497
2,240 Added 0.67%
334,873 $8.77 Million
Q4 2024

Jan 15, 2025
BUY
$27.54 - $83.04 $6.11 Million - $18.4 Million
221,986 Added 200.63%
332,633 $9.22 Million
Q3 2024

Oct 15, 2024
BUY
$75.47 - $83.18 $3,320 - $3,659
44 Added 0.04%
110,647 $9.19 Million
Q2 2024

Jul 26, 2024
SELL
$75.69 - $81.19 $3,557 - $3,815
-47 Reduced 0.04%
110,603 $8.61 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $145 - $162
2 Added 0.0%
110,650 $9.01 Million
Q4 2023

Jan 16, 2024
SELL
$63.01 - $75.95 $15,563 - $18,759
-247 Reduced 0.22%
110,648 $8.33 Million
Q3 2023

Oct 13, 2023
BUY
$66.75 - $73.98 $8,277 - $9,173
124 Added 0.11%
110,895 $7.51 Million
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $43,483 - $47,305
-666 Reduced 0.6%
110,771 $7.87 Million
Q1 2023

Apr 13, 2023
SELL
$64.24 - $73.9 $338,223 - $389,083
-5,265 Reduced 4.51%
111,437 $7.56 Million
Q4 2022

Jan 20, 2023
SELL
$61.05 - $69.94 $666,360 - $763,395
-10,915 Reduced 8.55%
116,702 $0
Q3 2022

Oct 19, 2022
SELL
$60.5 - $72.51 $50,336 - $60,328
-832 Reduced 0.65%
127,617 $7.73 Million
Q2 2022

Jul 15, 2022
BUY
$60.91 - $76.4 $5.06 Million - $6.34 Million
83,036 Added 182.85%
128,449 $8.06 Million
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $101,255 - $115,915
1,433 Added 3.26%
45,413 $3.45 Million
Q4 2021

Feb 15, 2022
BUY
$76.01 - $83.39 $3.34 Million - $3.67 Million
43,980 New
43,980 $3.54 Million

Others Institutions Holding SCHM

# of Institutions
1,051
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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