Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 218,773 shares of SCHA stock, worth $5.69 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
218,773
Previous 229,326
4.6%
Holding current value
$5.69 Million
Previous $10.9 Million
3.54%
% of portfolio
1.62%
Previous 1.65%
Shares
24 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio