Hhm Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 31,146 shares of SCHZ stock, worth $1.48 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
31,146
Previous 29,467 5.7%
Holding current value
$1.48 Million
Previous $1.36 Million 4.72%
% of portfolio
0.22%
Previous 0.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$44.66 - $45.99 $74,984 - $77,217
1,679 Added 5.7%
31,146 $1.42 Million
Q1 2024

May 14, 2024
BUY
$45.44 - $46.67 $262,234 - $269,332
5,771 Added 24.35%
29,467 $1.36 Million
Q4 2023

Feb 05, 2024
BUY
$43.09 - $46.83 $44,339 - $48,188
1,029 Added 4.54%
23,696 $1.1 Million
Q3 2023

Nov 03, 2023
BUY
$44.14 - $46.33 $281,701 - $295,678
6,382 Added 39.19%
22,667 $1 Million
Q2 2023

Aug 11, 2023
SELL
$45.86 - $47.33 $5,090 - $5,253
-111 Reduced 0.68%
16,285 $751,000
Q1 2023

May 02, 2023
BUY
$45.33 - $47.44 $276,920 - $289,810
6,109 Added 59.39%
16,396 $769,000
Q4 2022

Jan 19, 2023
SELL
$44.04 - $47.03 $26,864 - $28,688
-610 Reduced 5.6%
10,287 $0
Q3 2022

Nov 04, 2022
BUY
$44.98 - $49.09 $23,614 - $25,772
525 Added 5.06%
10,897 $494,000
Q2 2022

Aug 08, 2022
SELL
$46.62 - $50.36 $87,645 - $94,676
-1,880 Reduced 15.34%
10,372 $497,000
Q1 2022

Apr 27, 2022
SELL
$50.05 - $53.52 $25,525 - $27,295
-510 Reduced 4.0%
12,252 $620,000
Q4 2021

Feb 03, 2022
SELL
$53.63 - $54.52 $9,921 - $10,086
-185 Reduced 1.43%
12,762 $688,000
Q3 2021

Nov 02, 2021
BUY
$54.26 - $55.17 $11,937 - $12,137
220 Added 1.73%
12,947 $703,000
Q2 2021

Jul 27, 2021
SELL
$53.9 - $54.6 $28,836 - $29,211
-535 Reduced 4.03%
12,727 $695,000
Q1 2021

Apr 23, 2021
SELL
$53.75 - $55.97 $37,625 - $39,179
-700 Reduced 5.01%
13,262 $715,000
Q4 2020

Jan 28, 2021
BUY
$55.56 - $56.23 $1,389 - $1,405
25 Added 0.18%
13,962 $782,000
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $96,440 - $97,902
1,720 Added 14.08%
13,937 $782,000
Q1 2020

May 12, 2020
SELL
$50.33 - $56.09 $219,891 - $245,057
-4,369 Reduced 26.34%
12,217 $663,000
Q4 2019

Feb 12, 2020
SELL
$53.21 - $54.14 $35,916 - $36,544
-675 Reduced 3.91%
16,586 $886,000
Q3 2019

Nov 13, 2019
SELL
$53.15 - $53.86 $1.25 Million - $1.26 Million
-23,462 Reduced 57.61%
17,261 $930,000
Q2 2019

Aug 13, 2019
BUY
N/A
5,051 Added 14.16%
40,723 $2.16 Million
Q1 2019

May 14, 2019
SELL
N/A
-38,626 Reduced 51.99%
35,672 $1.85 Million
Q4 2018

Feb 13, 2019
BUY
N/A
74,298 New
74,298 $3.76 Million

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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