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

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 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 14,859 shares of SCHX stock, worth $344,728. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,859
Previous 14,739 0.81%
Holding current value
$344,728
Previous $946,000 6.55%
% of portfolio
0.14%
Previous 0.14%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$61.11 - $67.85 $7,333 - $8,141
120 Added 0.81%
14,859 $1.01 Million
Q2 2024

Aug 07, 2024
SELL
$58.7 - $64.78 $3,522 - $3,886
-60 Reduced 0.41%
14,739 $946,000
Q3 2023

Nov 03, 2023
SELL
$50.36 - $54.21 $9,014 - $9,703
-179 Reduced 1.2%
14,799 $748,000
Q2 2023

Aug 11, 2023
BUY
$47.67 - $52.37 $8,532 - $9,374
179 Added 1.21%
14,978 $784,000
Q1 2023

May 02, 2023
SELL
$44.78 - $49.41 $5,284 - $5,830
-118 Reduced 0.79%
14,799 $715,000
Q4 2022

Jan 19, 2023
BUY
$42.25 - $48.16 $177,576 - $202,416
4,203 Added 39.23%
14,917 $0
Q3 2022

Nov 04, 2022
BUY
$42.35 - $51.01 $127 - $153
3 Added 0.03%
10,714 $454,000
Q2 2022

Aug 08, 2022
SELL
$43.35 - $54.51 $9,970 - $12,537
-230 Reduced 2.1%
10,711 $478,000
Q1 2022

Apr 27, 2022
BUY
$49.51 - $57.27 $270,869 - $313,324
5,471 Added 100.02%
10,941 $589,000
Q4 2021

Feb 03, 2022
SELL
$51.9 - $57.29 $81,898 - $90,403
-1,578 Reduced 22.39%
5,470 $623,000
Q3 2021

Nov 02, 2021
BUY
$51.52 - $54.94 $103 - $109
2 Added 0.03%
7,048 $733,000
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.01%
7,046 $733,000
Q1 2021

Apr 23, 2021
BUY
$44.9 - $48.34 $44 - $48
1 Added 0.01%
7,045 $677,000
Q4 2020

Jan 28, 2021
SELL
$39.35 - $45.48 $11,726 - $13,553
-298 Reduced 4.06%
7,044 $641,000
Q3 2020

Nov 12, 2020
SELL
$37.26 - $43.03 $17,214 - $19,879
-462 Reduced 5.92%
7,342 $592,000
Q2 2020

Aug 13, 2020
BUY
$29.25 - $38.76 $58 - $77
2 Added 0.03%
7,804 $578,000
Q1 2020

May 12, 2020
SELL
$26.61 - $40.52 $1,357 - $2,066
-51 Reduced 0.65%
7,802 $478,000
Q4 2019

Feb 12, 2020
BUY
$34.42 - $38.54 $18,311 - $20,503
532 Added 7.27%
7,853 $603,000
Q3 2019

Nov 13, 2019
BUY
$35.28 - $36.01 $352 - $360
10 Added 0.14%
7,321 $519,000
Q1 2019

May 14, 2019
BUY
N/A
1 Added 0.01%
7,311 $494,000
Q4 2018

Feb 13, 2019
BUY
N/A
7,310 New
7,310 $436,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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