HHM Wealth Advisors, LLC SCHB Holdings History
HHM Wealth Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 4.16 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $89.65 Mil. This investment constitutes 12.07% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.29% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q4. And since then HHM Wealth Advisors, LLC has made 16 purchases of SCHB, at an average price of $28.46, for a total of 4.33 Mil shares. In addition, there have been 9 sales at an average price of $46.68 for 163,605.00 shares. Based on historical transaction data and SCHB's current price of $24.13, HHM Wealth Advisors, LLC's estimated gain on his SCHB holdings is $-15.05 Mil, reflecting a -12.22% gain to date.
HHM Wealth Advisors, LLC SCHB ($24.13) Holding Chart
HHM Wealth Advisors, LLC SCHB ($24.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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