Hhm Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 90,768 shares of SCHH stock, worth $2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

90,768

Previous 87,677 3.53%

Holding current value

$2 Million

Previous $2.03 Million 5.91%

% of portfolio

0.26%

Previous 0.29%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$20.55 - $23.26 $63,520 - $71,896	3,091 Added 3.53%	90,768 $1.91 Million
Q3 2024 Nov 12, 2024	BUY	$19.78 - $23.53 $22,608 - $26,894	1,143 Added 1.32%	87,677 $2.03 Million
Q2 2024 Aug 07, 2024	SELL	$18.53 - $20.2 $85,979 - $93,728	-4,640 Reduced 5.09%	86,534 $1.73 Million
Q1 2024 May 14, 2024	SELL	$19.39 - $20.93 $28,522 - $30,788	-1,471 Reduced 1.59%	91,174 $1.85 Million
Q4 2023 Feb 05, 2024	BUY	$16.76 - $20.95 $49,341 - $61,676	2,944 Added 3.28%	92,645 $1.92 Million
Q3 2023 Nov 03, 2023	SELL	$17.52 - $20.27 $34,496 - $39,911	-1,969 Reduced 2.15%	89,701 $1.59 Million
Q2 2023 Aug 11, 2023	SELL	$18.34 - $19.64 $17,184 - $18,402	-937 Reduced 1.01%	91,670 $1.79 Million
Q1 2023 May 02, 2023	BUY	$18.01 - $21.78 $144 - $174	8 Added 0.01%	92,607 $1.81 Million
Q4 2022 Jan 19, 2023	BUY	$17.68 - $20.46 $828,237 - $958,469	46,846 Added 102.39%	92,599 $0
Q3 2022 Nov 04, 2022	BUY	$18.45 - $23.6 $1,586 - $2,029	86 Added 0.19%	45,753 $855,000
Q2 2022 Aug 08, 2022	BUY	$20.18 - $25.97 $4,237 - $5,453	210 Added 0.46%	45,667 $963,000
Q1 2022 Apr 27, 2022	BUY	$22.75 - $26.16 $549,594 - $631,973	24,158 Added 113.42%	45,457 $1.13 Million
Q4 2021 Feb 03, 2022	BUY	$22.99 - $26.35 $5,402 - $6,192	235 Added 1.12%	21,299 $1.12 Million
Q2 2021 Jul 27, 2021	SELL	$20.92 - $23.68 $7,008 - $7,932	-335 Reduced 1.57%	21,064 $965,000
Q1 2021 Apr 23, 2021	BUY	$18.25 - $20.79 $15,512 - $17,671	850 Added 4.14%	21,399 $879,000
Q4 2020 Jan 28, 2021	SELL	$17.04 - $19.33 $17,040 - $19,330	-1,000 Reduced 4.64%	20,549 $780,000
Q3 2020 Nov 12, 2020	BUY	$16.99 - $18.73 $4,927 - $5,431	290 Added 1.36%	21,549 $762,000
Q2 2020 Aug 13, 2020	SELL	$14.77 - $20.35 $13,736 - $18,925	-930 Reduced 4.19%	21,259 $749,000
Q1 2020 May 12, 2020	SELL	$13.54 - $24.27 $11,441 - $20,508	-845 Reduced 3.67%	22,189 $726,000
Q4 2019 Feb 12, 2020	BUY	$22.24 - $24.07 $36,140 - $39,113	1,625 Added 7.59%	23,034 $1.06 Million
Q3 2019 Nov 13, 2019	SELL	$23.18 - $23.61 $60,499 - $61,622	-2,610 Reduced 10.87%	21,409 $1.01 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-125 Reduced 0.52%	24,019 $1.07 Million
Q1 2019 May 14, 2019	SELL	N/A	-3,097 Reduced 11.37%	24,144 $1.07 Million
Q4 2018 Feb 13, 2019	BUY	N/A	27,241 New	27,241 $1.05 Million

Others Institutions Holding SCHH

# of Institutions

552

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History