Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
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 5,189,527 shares of SCHD stock, worth $138 Million. This represents 16.56% of its overall portfolio holdings.
Number of Shares
5,189,527
Previous 4,975,278
4.31%
Holding current value
$138 Million
Previous $139 Million
1.14%
% of portfolio
16.56%
Previous 18.92%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
2,020Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio