Hhm Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 516,443 shares of FNDE stock, worth $17.4 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

516,443

Previous 508,015 1.66%

Holding current value

$17.4 Million

Previous $14.8 Million 7.79%

% of portfolio

2.16%

Previous 2.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$28.11 - $32.0 $236,911 - $269,696	8,428 Added 1.66%	516,443 $15.9 Million
Q4 2024 Jan 24, 2025	BUY	$28.89 - $33.95 $318,136 - $373,857	11,012 Added 2.22%	508,015 $14.8 Million
Q3 2024 Nov 12, 2024	SELL	$28.02 - $32.68 $61,644 - $71,896	-2,200 Reduced 0.44%	497,003 $16 Million
Q2 2024 Aug 07, 2024	BUY	$27.2 - $30.7 $525,504 - $593,124	19,320 Added 4.03%	499,203 $14.8 Million
Q1 2024 May 14, 2024	BUY	$25.58 - $27.83 $704,703 - $766,688	27,549 Added 6.09%	479,883 $13.3 Million
Q4 2023 Feb 05, 2024	BUY	$25.33 - $27.18 $122,521 - $131,469	4,837 Added 1.08%	452,334 $12.3 Million
Q3 2023 Nov 03, 2023	SELL	$26.05 - $28.35 $193,603 - $210,697	-7,432 Reduced 1.63%	447,497 $11.7 Million
Q2 2023 Aug 11, 2023	BUY	$25.72 - $27.75 $411,905 - $444,416	16,015 Added 3.65%	454,929 $12.2 Million
Q1 2023 May 02, 2023	BUY	$24.92 - $27.41 $1.02 Million - $1.12 Million	40,882 Added 10.27%	438,914 $11.4 Million
Q4 2022 Jan 19, 2023	BUY	$23.19 - $26.37 $1.17 Million - $1.33 Million	50,457 Added 14.52%	398,032 $0
Q3 2022 Nov 04, 2022	BUY	$23.43 - $26.69 $1.41 Million - $1.6 Million	60,014 Added 20.87%	347,575 $8.15 Million
Q2 2022 Aug 08, 2022	BUY	$25.56 - $29.71 $310,554 - $360,976	12,150 Added 4.41%	287,561 $7.46 Million
Q1 2022 Apr 27, 2022	BUY	$26.69 - $33.2 $507,376 - $631,132	19,010 Added 7.41%	275,411 $7.97 Million
Q4 2021 Feb 03, 2022	BUY	$30.22 - $33.49 $236,048 - $261,590	7,811 Added 3.14%	256,401 $7.95 Million
Q3 2021 Nov 02, 2021	BUY	$30.86 - $32.92 $106,065 - $113,146	3,437 Added 1.4%	248,590 $8.01 Million
Q2 2021 Jul 27, 2021	BUY	$30.51 - $33.34 $442,150 - $483,163	14,492 Added 6.28%	245,153 $7.91 Million
Q1 2021 Apr 23, 2021	SELL	$28.31 - $31.2 $131,556 - $144,986	-4,647 Reduced 1.97%	230,661 $7.09 Million
Q4 2020 Jan 28, 2021	SELL	$23.48 - $28.35 $119,348 - $144,103	-5,083 Reduced 2.11%	235,308 $6.65 Million
Q3 2020 Nov 12, 2020	SELL	$23.37 - $25.29 $416,336 - $450,541	-17,815 Reduced 6.9%	240,391 $5.7 Million
Q2 2020 Aug 13, 2020	BUY	$19.93 - $24.85 $77,487 - $96,616	3,888 Added 1.53%	258,206 $6.05 Million
Q1 2020 May 12, 2020	BUY	$18.64 - $30.37 $682,130 - $1.11 Million	36,595 Added 16.81%	254,318 $5.23 Million
Q4 2019 Feb 12, 2020	BUY	$27.01 - $29.91 $452,417 - $500,992	16,750 Added 8.33%	217,723 $6.45 Million
Q3 2019 Nov 13, 2019	SELL	$27.31 - $28.2 $100,255 - $103,522	-3,671 Reduced 1.79%	200,973 $5.5 Million
Q2 2019 Aug 13, 2019	BUY	N/A	9,280 Added 4.75%	204,644 $5.88 Million
Q1 2019 May 14, 2019	BUY	N/A	7,397 Added 3.94%	195,364 $5.42 Million
Q4 2018 Feb 13, 2019	BUY	N/A	187,967 New	187,967 $4.86 Million

Others Institutions Holding FNDE

# of Institutions

405

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
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Hhm Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History