HHM Wealth Advisors, LLC SCHG Holdings History
HHM Wealth Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, HHM Wealth Advisors, LLC held 3.54 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $88.73 Mil. This investment constitutes 11.95% of their stock portfolio, and HHM Wealth Advisors, LLC now holds 0.24% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q4. And since then HHM Wealth Advisors, LLC has made 17 purchases of SCHG, at an average price of $33.38, for a total of 3.92 Mil shares. In addition, there have been 8 sales at an average price of $65.92 for 372,463.00 shares. Based on historical transaction data and SCHG's current price of $29.82, HHM Wealth Advisors, LLC's estimated gain on his SCHG holdings is $-509,394.98, reflecting a -0.39% gain to date.
HHM Wealth Advisors, LLC SCHG ($29.82) Holding Chart
HHM Wealth Advisors, LLC SCHG ($29.82) 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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