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%
Shares
17 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio