Schwab U S Broad Market ETF shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172M | 6.7M | 25.71 |
| 2025-06-30 | $155M | 6.5M | 23.83 |
| 2025-03-31 | $139M | 6.5M | 21.53 |
| 2024-12-31 | $148M | 6.5M | 22.70 |
| 2024-09-30 | $148M | 2.2M | 66.52 |
| 2024-06-30 | $141M | 2.2M | 62.87 |
| 2024-03-31 | $139M | 2.3M | 61.05 |
| 2023-12-31 | $131M | 2.3M | 55.67 |
| 2023-09-30 | $117M | 2.3M | 49.85 |
| 2023-06-30 | $124M | 2.4M | 51.70 |
| 2023-03-31 | $116M | 2.4M | 47.85 |
| 2022-12-31 | $122M | 2.7M | 44.81 |
| 2022-09-30 | $88M | 2.1M | 41.99 |
| 2022-06-30 | $94M | 2.1M | 44.19 |
| 2022-03-31 | $99M | 1.9M | 53.39 |
| 2021-12-31 | $98M | 863k | 113.01 |
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