Hb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 80,945 shares of SCHV stock, worth $2.36 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

80,945

Previous 96,660 16.26%

Holding current value

$2.36 Million

Previous $2.57 Million 12.85%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$23.55 - $27.67 $370,088 - $434,834	-15,715 Reduced 16.26%	80,945 $2.24 Million
Q1 2025 May 07, 2025	BUY	$25.77 - $27.6 $123,902 - $132,700	4,808 Added 5.23%	96,660 $2.57 Million
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $1.23 Million - $3.83 Million	47,605 Added 107.59%	91,852 $2.39 Million
Q3 2024 Oct 15, 2024	SELL	$73.43 - $80.37 $831,007 - $909,547	-11,317 Reduced 20.37%	44,247 $3.56 Million
Q2 2024 Jul 26, 2024	SELL	$71.74 - $75.86 $569,902 - $602,631	-7,944 Reduced 12.51%	55,564 $4.12 Million
Q1 2024 Apr 30, 2024	SELL	$68.82 - $75.98 $44,664 - $49,311	-649 Reduced 1.01%	63,508 $4.83 Million
Q4 2023 Jan 16, 2024	SELL	$61.16 - $70.24 $198,953 - $228,490	-3,253 Reduced 4.83%	64,157 $4.5 Million
Q3 2023 Oct 13, 2023	SELL	$64.45 - $69.39 $5,284 - $5,689	-82 Reduced 0.12%	67,410 $4.35 Million
Q2 2023 Jul 13, 2023	SELL	$63.33 - $67.21 $175,170 - $185,902	-2,766 Reduced 3.94%	67,492 $4.53 Million
Q1 2023 Apr 13, 2023	SELL	$62.59 - $69.3 $24,785 - $27,442	-396 Reduced 0.56%	70,258 $4.61 Million
Q4 2022 Jan 20, 2023	SELL	$59.13 - $69.24 $62,914 - $73,671	-1,064 Reduced 1.48%	70,654 $0
Q3 2022 Oct 19, 2022	SELL	$58.51 - $69.02 $141,009 - $166,338	-2,410 Reduced 3.25%	71,718 $4.2 Million
Q2 2022 Jul 15, 2022	BUY	$60.93 - $72.3 $1,888 - $2,241	31 Added 0.04%	74,128 $4.63 Million
Q1 2022 May 16, 2022	BUY	$67.71 - $74.19 $399,759 - $438,017	5,904 Added 8.66%	74,097 $5.29 Million
Q4 2021 Feb 15, 2022	BUY	$67.9 - $73.3 $4.63 Million - $5 Million	68,193 New	68,193 $4.99 Million

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Hb Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History