HHM Wealth Advisors, LLC SCHF Holdings History
HHM Wealth Advisors, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 1.23 Mil shares of Schwab International Equity ETF(SCHF), totaling $24.38 Mil. This investment constitutes 3.28% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.06% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2018Q4. And since then HHM Wealth Advisors, LLC has made 21 purchases of SCHF, at an average price of $26.78, for a total of 1.26 Mil shares. In addition, there have been 4 sales at an average price of $31.16 for 30,555.00 shares. Based on historical transaction data and SCHF's current price of $22.50, HHM Wealth Advisors, LLC's estimated gain on his SCHF holdings is $-5.15 Mil, reflecting a -15.21% gain to date.
HHM Wealth Advisors, LLC SCHF ($22.50) Holding Chart
HHM Wealth Advisors, LLC SCHF ($22.50) 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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