HHM WEALTH ADVISORS, LLC – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$2.09M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.75% | -337 shares | -155K | $47.13 | 44.37K |
| Q2 2022 | share | 0.00% | 0 shares | -336K | $50.23 | 44.71K | |
| Q1 2022 | share | Decrease | -1.31% | -593 shares | -47K | $57.75 | 44.71K |
| Q4 2021 | share | Decrease | -6.14% | -2.96K shares | 44K | $58.02 | 45.30K |
| Q3 2021 | share | Decrease | -2.74% | -1.36K shares | -114K | $53.56 | 48.26K |
| Q2 2021 | share | Decrease | -3.67% | -1.89K shares | 57K | $54.13 | 49.62K |
| Q1 2021 | share | Increase | +1.71% | 867 shares | 368K | $50.85 | 51.51K |
| Q4 2020 | share | Decrease | -1.07% | -550 shares | 322K | $44.35 | 50.65K |
| Q3 2020 | share | Decrease | -28.13% | -20.04K shares | -631K | $37.47 | 51.20K |
| Q2 2020 | share | Decrease | -31.97% | -33.48K shares | -632K | $35.34 | 71.24K |
| Q1 2020 | share | Decrease | -26.26% | -37.29K shares | -2.77M | $29.75 | 104.73K |
| Q4 2019 | share | Decrease | -46.10% | -121.46K shares | -4.32M | $40.53 | 142.02K |
| Q3 2019 | share | Decrease | -0.68% | -1.8K shares | 50K | $37.36 | 263.48K |
| Q2 2019 | share | Increase | +2.00% | 5.19K shares | 480K | $36.73 | 265.28K |
| Q1 2019 | share | Decrease | -1.39% | -3.65K shares | 947K | $35.51 | 260.09K |
| Q4 2018 | share | Increase | 0.00% | 263.75K shares | 8.83M | $31.45 | 263.75K |