HHM WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$454,000
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 3 shares | -24K | $42.35 | 10.71K |
| Q2 2022 | share | Decrease | -2.10% | -230 shares | -111K | $44.66 | 10.71K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -34K | $53.85 | 10.94K |
| Q4 2021 | share | Decrease | -22.39% | -1.57K shares | -110K | $114.22 | 5.47K |
| Q3 2021 | share | Increase | +0.03% | 2 shares | 0 | $104.03 | 7.04K |
| Q2 2021 | share | Increase | +0.01% | 1 shares | 56K | $103.64 | 7.04K |
| Q1 2021 | share | Increase | +0.01% | 1 shares | 36K | $95.42 | 7.04K |
| Q4 2020 | share | Decrease | -4.06% | -298 shares | 49K | $90.1 | 7.04K |
| Q3 2020 | share | Decrease | -5.92% | -462 shares | 14K | $79.55 | 7.34K |
| Q2 2020 | share | Increase | +0.03% | 2 shares | 100K | $72.65 | 7.80K |
| Q1 2020 | share | Decrease | -0.65% | -51 shares | -125K | $59.81 | 7.80K |
| Q4 2019 | share | Increase | +7.27% | 532 shares | 84K | $74.57 | 7.85K |
| Q3 2019 | share | Increase | +0.14% | 10 shares | 6K | $68.44 | 7.32K |
| Q2 2019 | share | 0.00% | 0 shares | 19K | $67.41 | 7.31K | |
| Q1 2019 | share | Increase | +0.01% | 1 shares | 58K | $64.64 | 7.31K |
| Q4 2018 | share | Increase | 0.00% | 7.31K shares | 436K | $56.83 | 7.31K |