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

1,301

Shares Held

489M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

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