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

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 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 20,867 shares of SCHE stock, worth $578,641. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,867
Previous 21,324 2.14%
Holding current value
$578,641
Previous $566,000 7.42%
% of portfolio
0.09%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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