Hhm Wealth Advisors, LLC Schwab Fundamental Intl Small Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 7,163 shares of FNDC stock, worth $266,105. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,163
Previous 7,919 9.55%
Holding current value
$266,105
Previous $280,000 11.43%
% of portfolio
0.04%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$33.97 - $36.16 $25,681 - $27,336
-756 Reduced 9.55%
7,163 $248,000
Q1 2024

May 14, 2024
SELL
$33.21 - $35.58 $57,287 - $61,375
-1,725 Reduced 17.89%
7,919 $280,000
Q4 2023

Feb 05, 2024
SELL
$30.23 - $34.87 $3,023 - $3,486
-100 Reduced 1.03%
9,644 $336,000
Q3 2023

Nov 03, 2023
SELL
$32.07 - $34.74 $4,714 - $5,106
-147 Reduced 1.49%
9,744 $313,000
Q2 2023

Aug 11, 2023
BUY
$32.33 - $34.2 $4,752 - $5,027
147 Added 1.51%
9,891 $328,000
Q1 2023

May 02, 2023
BUY
$31.23 - $34.09 $18,738 - $20,454
600 Added 6.56%
9,744 $322,000
Q4 2022

Jan 19, 2023
SELL
$26.94 - $32.1 $17,807 - $21,218
-661 Reduced 6.74%
9,144 $0
Q3 2022

Nov 04, 2022
SELL
$27.09 - $32.72 $6,772 - $8,180
-250 Reduced 2.49%
9,805 $267,000
Q1 2022

Apr 27, 2022
BUY
$33.24 - $38.0 $36,564 - $41,800
1,100 Added 12.28%
10,055 $356,000
Q3 2021

Nov 02, 2021
BUY
$37.86 - $40.67 $27,827 - $29,892
735 Added 8.94%
8,955 $347,000
Q2 2021

Jul 27, 2021
BUY
$37.92 - $40.84 $9,290 - $10,005
245 Added 3.07%
8,220 $323,000
Q1 2021

Apr 23, 2021
BUY
$34.77 - $38.23 $31,640 - $34,789
910 Added 12.88%
7,975 $299,000
Q4 2020

Jan 28, 2021
SELL
$29.1 - $34.92 $640 - $768
-22 Reduced 0.31%
7,065 $246,000
Q3 2020

Nov 12, 2020
SELL
$27.57 - $30.61 $252,403 - $280,234
-9,155 Reduced 56.37%
7,087 $212,000
Q2 2020

Aug 13, 2020
SELL
$22.23 - $29.49 $430,306 - $570,837
-19,357 Reduced 54.38%
16,242 $447,000
Q1 2020

May 12, 2020
BUY
$20.56 - $33.46 $103,293 - $168,103
5,024 Added 16.43%
35,599 $836,000
Q4 2019

Feb 12, 2020
BUY
$30.12 - $33.25 $27,891 - $30,789
926 Added 3.12%
30,575 $1.02 Million
Q3 2019

Nov 13, 2019
SELL
$30.43 - $31.22 $6,329 - $6,493
-208 Reduced 0.7%
29,649 $911,000
Q2 2019

Aug 13, 2019
BUY
N/A
1,927 Added 6.9%
29,857 $932,000
Q1 2019

May 14, 2019
BUY
N/A
678 Added 2.49%
27,930 $868,000
Q4 2018

Feb 13, 2019
BUY
N/A
27,252 New
27,252 $773,000

Others Institutions Holding FNDC

# of Institutions
232
Shares Held
66.2M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
  • Industry ETFs
More about FNDC
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