Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Hhm Wealth Advisors, LLC

  • $604 Million
  • Q1 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,184 shares of SCHV stock, worth $383,408. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,184
Previous 5,446 4.81%
Holding current value
$383,408
Previous $381,000 3.15%
% of portfolio
0.07%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$68.82 - $75.98 $18,030 - $19,906
-262 Reduced 4.81%
5,184 $393,000
Q4 2023

Feb 05, 2024
SELL
$61.16 - $70.24 $162,930 - $187,119
-2,664 Reduced 32.85%
5,446 $381,000
Q3 2023

Nov 03, 2023
SELL
$64.45 - $69.39 $1,997 - $2,151
-31 Reduced 0.38%
8,110 $522,000
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $1,773 - $1,881
28 Added 0.35%
8,141 $546,000
Q1 2023

May 02, 2023
SELL
$62.59 - $69.3 $23,095 - $25,571
-369 Reduced 4.35%
8,113 $532,000
Q4 2022

Jan 19, 2023
SELL
$64.27 - $69.24 $12,082 - $13,017
-188 Reduced 2.17%
8,482 $0
Q3 2022

Nov 04, 2022
SELL
N/A
-28 Reduced 0.32%
8,670 $507,000
Q2 2022

Aug 08, 2022
SELL
N/A
-373 Reduced 4.11%
8,698 $543,000
Q1 2022

Apr 27, 2022
BUY
N/A
34 Added 0.38%
9,071 $648,000
Q4 2021

Feb 03, 2022
BUY
N/A
2,588 Added 40.13%
9,037 $662,000
Q3 2021

Nov 02, 2021
SELL
N/A
-357 Reduced 5.25%
6,449 $435,000
Q2 2021

Jul 27, 2021
SELL
N/A
-87 Reduced 1.26%
6,806 $465,000
Q1 2021

Apr 23, 2021
SELL
N/A
-77 Reduced 1.1%
6,893 $450,000
Q4 2020

Jan 28, 2021
SELL
N/A
-385 Reduced 5.23%
6,970 $415,000
Q3 2020

Nov 12, 2020
SELL
N/A
-79 Reduced 1.06%
7,355 $384,000
Q2 2020

Aug 13, 2020
BUY
N/A
4 Added 0.05%
7,434 $373,000
Q1 2020

May 12, 2020
SELL
N/A
-1,023 Reduced 12.1%
7,430 $329,000
Q4 2019

Feb 12, 2020
SELL
N/A
-86 Reduced 1.01%
8,453 $508,000
Q3 2019

Nov 13, 2019
SELL
N/A
-725 Reduced 7.83%
8,539 $484,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,220 Reduced 11.64%
9,264 $520,000
Q1 2019

May 14, 2019
BUY
N/A
30 Added 0.29%
10,484 $574,000
Q4 2018

Feb 13, 2019
BUY
N/A
10,454 New
10,454 $515,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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