Schwab U S Small Cap ETF shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 219k | 51.50 |
| 2024-06-30 | $11M | 229k | 47.45 |
| 2024-03-31 | $12M | 235k | 49.24 |
| 2023-09-30 | $10M | 250k | 41.42 |
| 2023-06-30 | $12M | 263k | 43.80 |
| 2023-03-31 | $11M | 259k | 41.93 |
| 2022-12-31 | $9.9M | 245k | 40.51 |
| 2022-09-30 | $8.8M | 232k | 37.80 |
| 2022-06-30 | $8.5M | 218k | 38.99 |
| 2022-03-31 | $9.7M | 204k | 47.36 |
| 2021-12-31 | $12M | 118k | 102.40 |
| 2021-09-30 | $9.7M | 97k | 100.10 |
| 2021-06-30 | $8.8M | 84k | 104.18 |
| 2021-03-31 | $7.5M | 75k | 99.67 |
| 2020-12-31 | $4.3M | 49k | 89.01 |
| 2020-09-30 | $3.3M | 49k | 68.33 |
| 2020-06-30 | $3.0M | 46k | 65.35 |
| 2020-03-31 | $2.3M | 45k | 51.53 |
| 2019-12-31 | $3.7M | 49k | 75.63 |
| 2019-09-30 | $3.1M | 45k | 69.73 |
| 2019-06-30 | $3.0M | 43k | 71.48 |
| 2019-03-31 | $2.9M | 41k | 69.92 |
| 2018-12-31 | $2.4M | 40k | 60.67 |