Hb Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,496,557 shares of SCHB stock, worth $158 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
6,496,557
Previous 6,470,877
0.4%
Holding current value
$158 Million
Previous $139 Million
11.12%
% of portfolio
1.26%
Previous 1.18%
Shares
15 transactions
Others Institutions Holding SCHB
# of Institutions
1,326Shares Held
497MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.42 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$419 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$320 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$289 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$213 Million12.78% of portfolio