HHM WEALTH ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$27.75M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.75% | 65.77K shares | 3.11M | $60.53 | 458.46K |
| Q2 2022 | share | Increase | +4.69% | 17.59K shares | -3.82M | $62.73 | 392.68K |
| Q1 2022 | share | Decrease | -3.09% | -11.94K shares | -2.67M | $75.86 | 375.08K |
| Q4 2021 | share | Increase | +8.60% | 30.63K shares | 3.80M | $80.5 | 387.03K |
| Q3 2021 | share | Increase | +3.61% | 12.40K shares | 397K | $76.66 | 356.40K |
| Q2 2021 | share | Increase | +7.53% | 24.09K shares | 3.11M | $77.99 | 344K |
| Q1 2021 | share | Decrease | -4.67% | -15.65K shares | 932K | $73.97 | 319.90K |
| Q4 2020 | share | Decrease | -0.74% | -2.49K shares | 4.12M | $67.69 | 335.56K |
| Q3 2020 | share | Decrease | -2.88% | -10.03K shares | 438K | $54.81 | 338.05K |
| Q2 2020 | share | Increase | +3.63% | 12.18K shares | 4.15M | $51.79 | 348.09K |
| Q1 2020 | share | Increase | +14.73% | 43.12K shares | -3.45M | $41.36 | 335.91K |
| Q4 2019 | share | Increase | +10.56% | 27.96K shares | 2.64M | $58.73 | 292.78K |
| Q3 2019 | share | Increase | +0.14% | 374 shares | -125K | $54.92 | 264.82K |
| Q2 2019 | share | Increase | +2.70% | 6.95K shares | 835K | $55.23 | 264.45K |
| Q1 2019 | share | Increase | +1.06% | 2.69K shares | 2.05M | $53.4 | 257.50K |
| Q4 2018 | share | Increase | 0.00% | 254.80K shares | 12.21M | $46.07 | 254.80K |