HHM WEALTH ADVISORS, LLC – Schwab U.S. Small-Cap ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$8.75M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.16% | 13.43K shares | 248K | $37.8 | 231.61K |
| Q2 2022 | share | Increase | +6.94% | 14.15K shares | -1.15M | $38.99 | 218.18K |
| Q1 2022 | share | Decrease | -13.81% | -32.69K shares | -2.45M | $47.36 | 204.02K |
| Q4 2021 | share | Increase | +22.41% | 21.66K shares | 2.44M | $102.53 | 118.36K |
| Q3 2021 | share | Increase | +14.71% | 12.39K shares | 897K | $100.1 | 96.69K |
| Q2 2021 | share | Increase | +12.19% | 9.16K shares | 1.29M | $103.88 | 84.29K |
| Q1 2021 | share | Increase | +54.77% | 26.58K shares | 3.16M | $99.17 | 75.13K |
| Q4 2020 | share | Decrease | -0.09% | -43 shares | 1.00M | $88.35 | 48.54K |
| Q3 2020 | share | Increase | +5.14% | 2.37K shares | 300K | $67.59 | 48.59K |
| Q2 2020 | share | Increase | +2.91% | 1.30K shares | 706K | $64.37 | 46.21K |
| Q1 2020 | share | Decrease | -8.94% | -4.41K shares | -1.41M | $50.66 | 44.90K |
| Q4 2019 | share | Increase | +9.24% | 4.17K shares | 582K | $74.03 | 49.31K |
| Q3 2019 | share | Increase | +5.84% | 2.48K shares | 99K | $67.9 | 45.14K |
| Q2 2019 | share | Increase | +3.71% | 1.52K shares | 173K | $69.35 | 42.65K |
| Q1 2019 | share | Increase | +3.64% | 1.44K shares | 468K | $67.61 | 41.13K |
| Q4 2018 | share | Increase | 0.00% | 39.68K shares | 2.40M | $58.53 | 39.68K |