HHM Wealth Advisors, LLC SCHD Holdings History
HHM Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 4.98 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $139.11 Mil. This investment constitutes 18.73% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.19% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then HHM Wealth Advisors, LLC has made 24 purchases of SCHD, at an average price of $37.79, for a total of 4.98 Mil shares. In addition, there have been 1 sales at an average price of $77.50 for 3,229.00 shares. Based on historical transaction data and SCHD's current price of $26.87, HHM Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-54.18 Mil, reflecting a -28.80% gain to date.
HHM Wealth Advisors, LLC SCHD ($26.87) Holding Chart
HHM Wealth Advisors, LLC SCHD ($26.87) 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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