Hhm Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,189,527 shares of SCHD stock, worth $139 Million. This represents 16.56% of its overall portfolio holdings.
Number of Shares
5,189,527
Previous 4,975,278
4.31%
Holding current value
$139 Million
Previous $139 Million
1.14%
% of portfolio
16.56%
Previous 18.92%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
2,001Shares Held
889MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$779 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$768 Million0.06% of portfolio