Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 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 4,975,278 shares of SCHD stock, worth $130 Million. This represents 18.92% of its overall portfolio holdings.

Number of Shares

4,975,278

Previous 4,872,578 2.11%

Holding current value

$130 Million

Previous $133 Million 4.5%

% of portfolio

18.92%

Previous 18.29%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$27.01 - $28.54 $2.77 Million - $2.93 Million	102,700 Added 2.11%	4,975,278 $139 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $88.5 Million - $279 Million	3,286,917 Added 207.29%	4,872,578 $133 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $4.43 Million - $4.89 Million	57,546 Added 3.77%	1,585,661 $134 Million
Q2 2024 Aug 07, 2024	BUY	$75.81 - $80.15 $2.76 Million - $2.92 Million	36,453 Added 2.44%	1,528,115 $119 Million
Q1 2024 May 14, 2024	SELL	$75.25 - $80.63 $242,982 - $260,354	-3,229 Reduced 0.22%	1,491,662 $120 Million
Q4 2023 Feb 05, 2024	BUY	$66.9 - $76.32 $3.42 Million - $3.9 Million	51,126 Added 3.54%	1,494,891 $114 Million
Q3 2023 Nov 03, 2023	BUY	$70.63 - $75.66 $4.4 Million - $4.71 Million	62,295 Added 4.51%	1,443,765 $102 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $2.58 Million - $2.76 Million	37,339 Added 2.78%	1,381,470 $100 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $4.06 Million - $4.51 Million	57,826 Added 4.5%	1,344,131 $98.3 Million
Q4 2022 Jan 19, 2023	BUY	$67.16 - $79.06 $2.45 Million - $2.89 Million	36,527 Added 2.92%	1,286,305 $0
Q3 2022 Nov 04, 2022	BUY	$66.43 - $77.87 $3.93 Million - $4.6 Million	59,118 Added 4.97%	1,249,778 $83 Million
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $4.73 Million - $5.4 Million	67,340 Added 5.99%	1,190,660 $85.3 Million
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $8.68 Million - $9.46 Million	115,504 Added 11.46%	1,123,320 $88.6 Million
Q4 2021 Feb 03, 2022	BUY	$74.93 - $80.86 $2.32 Million - $2.5 Million	30,936 Added 3.17%	1,007,816 $81.5 Million
Q3 2021 Nov 02, 2021	BUY	$74.23 - $78.13 $930,324 - $979,203	12,533 Added 1.3%	976,880 $72.5 Million
Q2 2021 Jul 27, 2021	BUY	$73.32 - $77.65 $3.93 Million - $4.17 Million	53,656 Added 5.89%	964,347 $72.9 Million
Q1 2021 Apr 23, 2021	BUY	$63.23 - $73.67 $1.83 Million - $2.13 Million	28,956 Added 3.28%	910,691 $66.4 Million
Q4 2020 Jan 28, 2021	BUY	$54.8 - $65.16 $809,779 - $962,869	14,777 Added 1.7%	881,735 $56.6 Million
Q3 2020 Nov 12, 2020	BUY	$50.37 - $58.54 $175,136 - $203,543	3,477 Added 0.4%	866,958 $47.9 Million
Q2 2020 Aug 13, 2020	BUY	$43.56 - $56.5 $1.67 Million - $2.17 Million	38,372 Added 4.65%	863,481 $44.7 Million
Q1 2020 May 12, 2020	BUY	$39.5 - $59.28 $5.42 Million - $8.13 Million	137,175 Added 19.94%	825,109 $37.1 Million
Q4 2019 Feb 12, 2020	BUY	$52.87 - $58.15 $3.09 Million - $3.4 Million	58,453 Added 9.29%	687,934 $39.8 Million
Q3 2019 Nov 13, 2019	BUY	$54.39 - $55.76 $2.86 Million - $2.93 Million	52,576 Added 9.11%	629,481 $34.5 Million
Q2 2019 Aug 13, 2019	BUY	N/A	54,117 Added 10.35%	576,905 $30.6 Million
Q1 2019 May 14, 2019	BUY	N/A	10,691 Added 2.09%	522,788 $27.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	512,097 New	512,097 $24.1 Million

Others Institutions Holding SCHD

# of Institutions

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History