HHM WEALTH ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$83.02M
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.97% | 59.11K shares | -2.26M | $66.43 | 1.24M |
| Q2 2022 | share | Increase | +5.99% | 67.34K shares | -3.33M | $71.63 | 1.19M |
| Q1 2022 | share | Increase | +11.46% | 115.50K shares | 7.15M | $78.89 | 1.12M |
| Q4 2021 | share | Increase | +3.17% | 30.93K shares | 8.93M | $80.71 | 1.00M |
| Q3 2021 | share | Increase | +1.30% | 12.53K shares | -400K | $74.24 | 976.88K |
| Q2 2021 | share | Increase | +5.89% | 53.65K shares | 6.51M | $75.03 | 964.34K |
| Q1 2021 | share | Increase | +3.28% | 28.95K shares | 9.85M | $71.83 | 910.69K |
| Q4 2020 | share | Increase | +1.70% | 14.77K shares | 8.61M | $62.74 | 881.73K |
| Q3 2020 | share | Increase | +0.40% | 3.47K shares | 3.25M | $53.59 | 866.95K |
| Q2 2020 | share | Increase | +4.65% | 38.37K shares | 7.57M | $49.64 | 863.48K |
| Q1 2020 | share | Increase | +19.94% | 137.17K shares | -2.73M | $42.78 | 825.10K |
| Q4 2019 | share | Increase | +9.29% | 58.45K shares | 5.36M | $54.52 | 687.93K |
| Q3 2019 | share | Increase | +9.11% | 52.57K shares | 3.86M | $51.15 | 629.48K |
| Q2 2019 | share | Increase | +10.35% | 54.11K shares | 3.28M | $49.11 | 576.90K |
| Q1 2019 | share | Increase | +2.09% | 10.69K shares | 3.27M | $48 | 522.78K |
| Q4 2018 | share | Increase | 0.00% | 512.09K shares | 24.05M | $42.83 | 512.09K |