Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History
Hhm Wealth Advisors, LLC
- $697 Million
- Q3 2024
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,343,262 shares of SCHB stock, worth $30.8 Million. This represents 12.82% of its overall portfolio holdings.
Number of Shares
1,343,262
Previous 1,520,780
11.67%
Holding current value
$30.8 Million
Previous $95.6 Million
6.55%
% of portfolio
12.82%
Previous 14.52%
Shares
24 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio