HB Wealth Management, LLC's ownership history for SCHW


HB Wealth Management, LLC currently holds 59.6K shares with a market value of $6.0M. It started holding SCHW on 2024-09-30. At its peak, it held 59.6K shares on 2025-12-31. Its highest holding value was $6.0M on 2025-12-31. At its lowest, it held 42.8K shares on 2025-06-30, with a value of $3.1M on 2024-09-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 16.8K. In the recent year, HB Wealth Management, LLC has increased its shares by 14.0K.


HB Wealth Management, LLC's ownership history for SCHW