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

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 26,340 shares of SCHE stock, worth $715,657. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,340

Previous 20,867 26.23%

Holding current value

$715,657

Previous $608,000 15.3%

% of portfolio

0.1%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $145,745 - $165,448	5,473 Added 26.23%	26,340 $701,000
Q3 2024 Nov 12, 2024	SELL	$25.45 - $29.53 $11,630 - $13,495	-457 Reduced 2.14%	20,867 $608,000
Q2 2024 Aug 07, 2024	SELL	$24.67 - $27.2 $14,678 - $16,184	-595 Reduced 2.71%	21,324 $566,000
Q1 2024 May 14, 2024	SELL	$23.47 - $25.45 $103,455 - $112,183	-4,408 Reduced 16.74%	21,919 $553,000
Q4 2023 Feb 05, 2024	BUY	$23.04 - $24.89 $10,275 - $11,100	446 Added 1.72%	26,327 $652,000
Q3 2023 Nov 03, 2023	SELL	$23.83 - $26.11 $3,121 - $3,420	-131 Reduced 0.5%	25,881 $619,000
Q2 2023 Aug 11, 2023	BUY	$23.66 - $25.54 $2,082 - $2,247	88 Added 0.34%	26,012 $640,000
Q1 2023 May 02, 2023	BUY	$23.32 - $26.39 $746 - $844	32 Added 0.12%	25,924 $635,000
Q4 2022 Jan 19, 2023	BUY	$21.59 - $24.95 $518 - $598	24 Added 0.09%	25,892 $0
Q2 2022 Aug 08, 2022	BUY	$24.51 - $28.87 $2,401 - $2,829	98 Added 0.38%	25,868 $657,000
Q1 2022 Apr 27, 2022	BUY	$25.61 - $30.82 $1,306 - $1,571	51 Added 0.2%	25,770 $716,000
Q4 2021 Feb 03, 2022	SELL	$28.68 - $31.96 $139,270 - $155,197	-4,856 Reduced 15.88%	25,719 $762,000
Q2 2021 Jul 27, 2021	BUY	$31.06 - $33.61 $862,101 - $932,879	27,756 Added 984.6%	30,575 $1.01 Million
Q1 2021 Apr 23, 2021	BUY	$30.78 - $34.63 $18,160 - $20,431	590 Added 26.47%	2,819 $90,000
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $2,419 - $2,715	-98 Reduced 4.21%	2,229 $60,000
Q2 2020 Aug 13, 2020	SELL	$19.87 - $25.05 $7,948 - $10,020	-400 Reduced 14.67%	2,327 $57,000
Q1 2020 May 12, 2020	BUY	$18.68 - $28.22 $50,940 - $76,955	2,727 New	2,727 $56,000

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History