A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 1,585,661 shares of SCHD stock, worth $43.3 Million. This represents 19.23% of its overall portfolio holdings.

Number of Shares
1,585,661
Previous 1,528,115 3.77%
Holding current value
$43.3 Million
Previous $119 Million 12.8%
% of portfolio
19.23%
Previous 18.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$77.02 - $85.06 $4.43 Million - $4.89 Million
57,546 Added 3.77%
1,585,661 $134 Million
Q2 2024

Aug 07, 2024

BUY
$75.81 - $80.15 $2.76 Million - $2.92 Million
36,453 Added 2.44%
1,528,115 $119 Million
Q1 2024

May 14, 2024

SELL
$75.25 - $80.63 $242,982 - $260,354
-3,229 Reduced 0.22%
1,491,662 $120 Million
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $3.42 Million - $3.9 Million
51,126 Added 3.54%
1,494,891 $114 Million
Q3 2023

Nov 03, 2023

BUY
$70.63 - $75.66 $4.4 Million - $4.71 Million
62,295 Added 4.51%
1,443,765 $102 Million
Q2 2023

Aug 11, 2023

BUY
$69.18 - $73.94 $2.58 Million - $2.76 Million
37,339 Added 2.78%
1,381,470 $100 Million
Q1 2023

May 02, 2023

BUY
$70.28 - $78.03 $4.06 Million - $4.51 Million
57,826 Added 4.5%
1,344,131 $98.3 Million
Q4 2022

Jan 19, 2023

BUY
$67.16 - $79.06 $2.45 Million - $2.89 Million
36,527 Added 2.92%
1,286,305 $0
Q3 2022

Nov 04, 2022

BUY
$66.43 - $77.87 $3.93 Million - $4.6 Million
59,118 Added 4.97%
1,249,778 $83 Million
Q2 2022

Aug 08, 2022

BUY
$70.31 - $80.24 $4.73 Million - $5.4 Million
67,340 Added 5.99%
1,190,660 $85.3 Million
Q1 2022

Apr 27, 2022

BUY
$75.14 - $81.94 $8.68 Million - $9.46 Million
115,504 Added 11.46%
1,123,320 $88.6 Million
Q4 2021

Feb 03, 2022

BUY
$74.93 - $80.86 $2.32 Million - $2.5 Million
30,936 Added 3.17%
1,007,816 $81.5 Million
Q3 2021

Nov 02, 2021

BUY
$74.23 - $78.13 $930,324 - $979,203
12,533 Added 1.3%
976,880 $72.5 Million
Q2 2021

Jul 27, 2021

BUY
$73.32 - $77.65 $3.93 Million - $4.17 Million
53,656 Added 5.89%
964,347 $72.9 Million
Q1 2021

Apr 23, 2021

BUY
$63.23 - $73.67 $1.83 Million - $2.13 Million
28,956 Added 3.28%
910,691 $66.4 Million
Q4 2020

Jan 28, 2021

BUY
$54.8 - $65.16 $809,779 - $962,869
14,777 Added 1.7%
881,735 $56.6 Million
Q3 2020

Nov 12, 2020

BUY
$50.37 - $58.54 $175,136 - $203,543
3,477 Added 0.4%
866,958 $47.9 Million
Q2 2020

Aug 13, 2020

BUY
$43.56 - $56.5 $1.67 Million - $2.17 Million
38,372 Added 4.65%
863,481 $44.7 Million
Q1 2020

May 12, 2020

BUY
$39.5 - $59.28 $5.42 Million - $8.13 Million
137,175 Added 19.94%
825,109 $37.1 Million
Q4 2019

Feb 12, 2020

BUY
$52.87 - $58.15 $3.09 Million - $3.4 Million
58,453 Added 9.29%
687,934 $39.8 Million
Q3 2019

Nov 13, 2019

BUY
$54.39 - $55.76 $2.86 Million - $2.93 Million
52,576 Added 9.11%
629,481 $34.5 Million
Q2 2019

Aug 13, 2019

BUY
N/A
54,117 Added 10.35%
576,905 $30.6 Million
Q1 2019

May 14, 2019

BUY
N/A
10,691 Added 2.09%
522,788 $27.3 Million
Q4 2018

Feb 13, 2019

BUY
N/A
512,097 New
512,097 $24.1 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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