Hhm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 499,560 shares of SCHM stock, worth $14.7 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
499,560
Previous 505,859
1.25%
Holding current value
$14.7 Million
Previous $13.3 Million
5.73%
% of portfolio
1.69%
Previous 1.8%
Shares
27 transactions
Others Institutions Holding SCHM
# of Institutions
1,038Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$312 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio