Schwab U S Broad Market ETF shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $89M | 1.3M | 66.52 |
| 2024-06-30 | $96M | 1.5M | 62.87 |
| 2024-03-31 | $93M | 1.5M | 61.05 |
| 2023-09-30 | $76M | 1.5M | 49.85 |
| 2023-06-30 | $78M | 1.5M | 51.70 |
| 2023-03-31 | $71M | 1.5M | 47.85 |
| 2022-12-31 | $68M | 1.5M | 44.81 |
| 2022-09-30 | $61M | 1.4M | 41.99 |
| 2022-06-30 | $59M | 1.3M | 44.19 |
| 2022-03-31 | $65M | 1.2M | 53.39 |
| 2021-12-31 | $52M | 463k | 113.01 |
| 2021-09-30 | $47M | 449k | 103.86 |
| 2021-06-30 | $49M | 473k | 104.27 |
| 2021-03-31 | $44M | 459k | 96.71 |
| 2020-12-31 | $42M | 461k | 90.99 |
| 2020-09-30 | $37M | 467k | 79.64 |
| 2020-06-30 | $35M | 477k | 73.47 |
| 2020-03-31 | $27M | 446k | 60.43 |
| 2019-12-31 | $24M | 317k | 76.64 |
| 2019-09-30 | $21M | 302k | 71.02 |
| 2019-06-30 | $22M | 306k | 70.53 |
| 2019-03-31 | $20M | 297k | 68.05 |
| 2018-12-31 | $17M | 287k | 59.93 |