Hhm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 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 505,859 shares of SCHM stock, worth $13.8 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

505,859

Previous 516,278 2.02%

Holding current value

$13.8 Million

Previous $14.3 Million 7.36%

% of portfolio

1.8%

Previous 1.97%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$25.58 - $29.24 $266,518 - $304,651	-10,419 Reduced 2.02%	505,859 $13.3 Million
Q4 2024 Jan 24, 2025	BUY	$27.54 - $83.04 $9.45 Million - $28.5 Million	343,256 Added 198.39%	516,278 $14.3 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $83.18 $384,821 - $424,134	-5,099 Reduced 2.86%	173,022 $14.4 Million
Q2 2024 Aug 07, 2024	SELL	$75.69 - $81.19 $1.79 Million - $1.92 Million	-23,614 Reduced 11.71%	178,121 $13.9 Million
Q1 2024 May 14, 2024	SELL	$72.89 - $81.43 $25.7 Million - $28.7 Million	-352,203 Reduced 63.58%	201,735 $16.4 Million
Q4 2023 Feb 05, 2024	SELL	$63.01 - $75.95 $1.27 Million - $1.53 Million	-20,081 Reduced 3.5%	553,938 $41.7 Million
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $1.56 Million - $1.73 Million	23,422 Added 4.25%	574,019 $38.8 Million
Q2 2023 Aug 11, 2023	BUY	$65.29 - $71.03 $1.17 Million - $1.27 Million	17,920 Added 3.36%	550,597 $39.1 Million
Q1 2023 May 02, 2023	BUY	$64.24 - $73.9 $1.74 Million - $2 Million	27,082 Added 5.36%	532,677 $36.1 Million
Q4 2022 Jan 19, 2023	BUY	$61.05 - $69.94 $2.88 Million - $3.3 Million	47,133 Added 10.28%	505,595 $0
Q3 2022 Nov 04, 2022	BUY	$60.5 - $72.51 $3.98 Million - $4.77 Million	65,778 Added 16.75%	458,462 $27.8 Million
Q2 2022 Aug 08, 2022	BUY	$60.91 - $76.4 $1.07 Million - $1.34 Million	17,597 Added 4.69%	392,684 $24.6 Million
Q1 2022 Apr 27, 2022	SELL	$70.66 - $80.89 $844,316 - $966,554	-11,949 Reduced 3.09%	375,087 $28.5 Million
Q4 2021 Feb 03, 2022	BUY	$76.01 - $83.39 $2.33 Million - $2.55 Million	30,634 Added 8.6%	387,036 $31.1 Million
Q3 2021 Nov 02, 2021	BUY	$74.65 - $80.95 $925,809 - $1 Million	12,402 Added 3.61%	356,402 $27.3 Million
Q2 2021 Jul 27, 2021	BUY	$74.64 - $79.12 $1.8 Million - $1.91 Million	24,092 Added 7.53%	344,000 $26.9 Million
Q1 2021 Apr 23, 2021	SELL	$67.07 - $76.85 $1.05 Million - $1.2 Million	-15,654 Reduced 4.67%	319,908 $23.8 Million
Q4 2020 Jan 28, 2021	SELL	$55.93 - $68.45 $139,433 - $170,645	-2,493 Reduced 0.74%	335,562 $22.9 Million
Q3 2020 Nov 12, 2020	SELL	$51.99 - $58.83 $521,875 - $590,535	-10,038 Reduced 2.88%	338,055 $18.8 Million
Q2 2020 Aug 13, 2020	BUY	$39.01 - $57.03 $475,141 - $694,625	12,180 Added 3.63%	348,093 $18.3 Million
Q1 2020 May 12, 2020	BUY	$35.83 - $62.24 $1.55 Million - $2.68 Million	43,124 Added 14.73%	335,913 $14.2 Million
Q4 2019 Feb 12, 2020	BUY	$54.56 - $60.24 $1.53 Million - $1.68 Million	27,960 Added 10.56%	292,789 $17.6 Million
Q3 2019 Nov 13, 2019	BUY	$56.23 - $57.59 $21,030 - $21,538	374 Added 0.14%	264,829 $15 Million
Q2 2019 Aug 13, 2019	BUY	N/A	6,952 Added 2.7%	264,455 $15.1 Million
Q1 2019 May 14, 2019	BUY	N/A	2,698 Added 1.06%	257,503 $14.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	254,805 New	254,805 $12.2 Million

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Hhm Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History