Schwab Strategic Tr cmn shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 103k | 29.11 |
| 2025-06-30 | $2.2M | 81k | 27.67 |
| 2025-03-31 | $2.6M | 97k | 26.58 |
| 2024-12-31 | $2.4M | 92k | 26.07 |
| 2024-09-30 | $3.6M | 44k | 80.37 |
| 2024-06-30 | $4.1M | 56k | 74.08 |
| 2024-03-31 | $4.8M | 64k | 75.98 |
| 2023-12-31 | $4.5M | 64k | 70.10 |
| 2023-09-30 | $4.3M | 67k | 64.46 |
| 2023-06-30 | $4.5M | 68k | 67.09 |
| 2023-03-31 | $4.6M | 70k | 65.58 |
| 2022-12-31 | $4.7M | 71k | 66.02 |
| 2022-09-30 | $4.2M | 72k | 58.51 |
| 2022-06-30 | $4.6M | 74k | 62.42 |
| 2022-03-31 | $5.3M | 74k | 71.39 |
| 2021-12-31 | $5.0M | 68k | 73.22 |
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