Hhm Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,385 shares of SCHC stock, worth $216,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,385
Previous 6,976 22.81%
Holding current value
$216,530
Previous $239,000 19.25%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$33.57 - $37.22 $53,409 - $59,217
-1,591 Reduced 22.81%
5,385 $193,000
Q4 2023

Feb 05, 2024
BUY
$30.0 - $35.05 $1,230 - $1,437
41 Added 0.59%
6,976 $243,000
Q3 2023

Nov 03, 2023
SELL
$32.0 - $35.51 $3,584 - $3,977
-112 Reduced 1.59%
6,935 $223,000
Q2 2023

Aug 11, 2023
BUY
$32.67 - $34.58 $3,887 - $4,115
119 Added 1.72%
7,047 $237,000
Q1 2023

May 02, 2023
SELL
$31.54 - $34.93 $18,924 - $20,958
-600 Reduced 7.97%
6,928 $233,000
Q4 2022

Jan 19, 2023
BUY
$27.31 - $32.98 $17,123 - $20,678
627 Added 9.09%
7,528 $0
Q1 2022

Apr 27, 2022
BUY
$34.89 - $41.24 $8,548 - $10,103
245 Added 3.68%
6,901 $262,000
Q4 2021

Feb 03, 2022
BUY
$39.06 - $43.63 $1,484 - $1,657
38 Added 0.57%
6,656 $272,000
Q2 2021

Jul 27, 2021
BUY
$40.16 - $43.04 $321 - $344
8 Added 0.12%
6,618 $275,000
Q4 2020

Jan 28, 2021
BUY
$31.39 - $37.85 $721 - $870
23 Added 0.35%
6,610 $249,000
Q3 2020

Nov 12, 2020
SELL
$29.72 - $33.44 $2,615 - $2,942
-88 Reduced 1.32%
6,587 $214,000
Q1 2020

May 12, 2020
BUY
$20.7 - $34.9 $20 - $34
1 Added 0.01%
6,675 $163,000
Q4 2019

Feb 12, 2020
BUY
$31.2 - $34.65 $208,228 - $231,254
6,674 New
6,674 $231,000
Q1 2019

May 14, 2019
SELL
N/A
-7,951 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
7,951 New
7,951 $231,000

Others Institutions Holding SCHC

# of Institutions
458
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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