HHM WEALTH ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$60.6M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.05% | 119.79K shares | 2.11M | $41.99 | 1.44M |
| Q2 2022 | share | Increase | +8.33% | 101.71K shares | -6.74M | $44.19 | 1.32M |
| Q1 2022 | share | Increase | +31.90% | 295.44K shares | 12.88M | $53.39 | 1.22M |
| Q4 2021 | share | Increase | +3.13% | 14.06K shares | 5.69M | $113.36 | 463.12K |
| Q3 2021 | share | Decrease | -5.11% | -24.15K shares | -2.70M | $103.86 | 449.06K |
| Q2 2021 | share | Increase | +3.07% | 14.09K shares | 4.94M | $103.94 | 473.22K |
| Q1 2021 | share | Decrease | -0.45% | -2.05K shares | 2.43M | $96.11 | 459.13K |
| Q4 2020 | share | Decrease | -1.21% | -5.66K shares | 4.78M | $90.16 | 461.19K |
| Q3 2020 | share | Decrease | -2.15% | -10.26K shares | 2.12M | $78.59 | 466.85K |
| Q2 2020 | share | Increase | +6.90% | 30.78K shares | 8.08M | $72.04 | 477.12K |
| Q1 2020 | share | Increase | +40.90% | 129.57K shares | 2.69M | $59.01 | 446.33K |
| Q4 2019 | share | Increase | +4.98% | 15.02K shares | 2.84M | $74.64 | 316.76K |
| Q3 2019 | share | Decrease | -1.48% | -4.52K shares | -171K | $68.53 | 301.74K |
| Q2 2019 | share | Increase | +3.08% | 9.14K shares | 1.38M | $67.74 | 306.27K |
| Q1 2019 | share | Increase | +3.60% | 10.32K shares | 3.03M | $65.07 | 297.12K |
| Q4 2018 | share | Increase | 0.00% | 286.80K shares | 17.18M | $57.07 | 286.80K |