Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 14,859 shares of SCHX stock, worth $353,644. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,859
Previous 14,739 0.81%
Holding current value
$353,644
Previous $946,000 6.55%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 12, 2024
BUY
$61.11 - $67.85 $7,333 - $8,141
120 Added 0.81%
14,859 $1.01 Million
Q2 2024

Aug 07, 2024
SELL
$58.7 - $64.78 $3,522 - $3,886
-60 Reduced 0.41%
14,739 $946,000
Q3 2023

Nov 03, 2023
SELL
$50.36 - $54.21 $9,014 - $9,703
-179 Reduced 1.2%
14,799 $748,000
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $8,532 - $9,374
179 Added 1.21%
14,978 $784,000
Q1 2023

May 02, 2023
SELL
$44.78 - $49.41 $5,284 - $5,830
-118 Reduced 0.79%
14,799 $715,000
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $177,576 - $202,416
4,203 Added 39.23%
14,917 $0
Q3 2022

Nov 04, 2022
BUY
$42.35 - $51.01 $127 - $153
3 Added 0.03%
10,714 $454,000
Q2 2022

Aug 08, 2022
SELL
$43.35 - $54.51 $9,970 - $12,537
-230 Reduced 2.1%
10,711 $478,000
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $270,869 - $313,324
5,471 Added 100.02%
10,941 $589,000
Q4 2021

Feb 03, 2022
SELL
$51.9 - $57.29 $81,898 - $90,403
-1,578 Reduced 22.39%
5,470 $623,000
Q3 2021

Nov 02, 2021
BUY
$51.52 - $54.94 $103 - $109
2 Added 0.03%
7,048 $733,000
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.01%
7,046 $733,000
Q1 2021

Apr 23, 2021
BUY
$44.9 - $48.34 $44 - $48
1 Added 0.01%
7,045 $677,000
Q4 2020

Jan 28, 2021
SELL
$39.35 - $45.48 $11,726 - $13,553
-298 Reduced 4.06%
7,044 $641,000
Q3 2020

Nov 12, 2020
SELL
$37.26 - $43.03 $17,214 - $19,879
-462 Reduced 5.92%
7,342 $592,000
Q2 2020

Aug 13, 2020
BUY
$29.25 - $38.76 $58 - $77
2 Added 0.03%
7,804 $578,000
Q1 2020

May 12, 2020
SELL
$26.61 - $40.52 $1,357 - $2,066
-51 Reduced 0.65%
7,802 $478,000
Q4 2019

Feb 12, 2020
BUY
$34.42 - $38.54 $18,311 - $20,503
532 Added 7.27%
7,853 $603,000
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $352 - $360
10 Added 0.14%
7,321 $519,000
Q1 2019

May 14, 2019
BUY
N/A
1 Added 0.01%
7,311 $494,000
Q4 2018

Feb 13, 2019
BUY
N/A
7,310 New
7,310 $436,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Hhm Wealth Advisors, LLC Portfolio

Follow Hhm Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email