Schwab U S Large Cap Growth ETF shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115M | 3.6M | 31.91 |
| 2025-06-30 | $110M | 3.8M | 29.21 |
| 2025-03-31 | $89M | 3.5M | 25.04 |
| 2024-12-31 | $96M | 3.4M | 27.87 |
| 2024-09-30 | $90M | 867k | 104.18 |
| 2024-06-30 | $90M | 890k | 100.84 |
| 2024-03-31 | $82M | 888k | 92.72 |
| 2023-09-30 | $70M | 968k | 72.72 |
| 2023-06-30 | $83M | 1.1M | 74.95 |
| 2023-03-31 | $72M | 1.1M | 65.17 |
| 2022-12-31 | $52M | 943k | 55.56 |
| 2022-09-30 | $51M | 919k | 55.81 |
| 2022-06-30 | $48M | 834k | 57.99 |
| 2022-03-31 | $48M | 644k | 74.82 |
| 2021-12-31 | $47M | 287k | 163.75 |
| 2021-09-30 | $40M | 273k | 148.09 |
| 2021-06-30 | $39M | 270k | 145.96 |
| 2021-03-31 | $33M | 256k | 129.78 |
| 2020-12-31 | $32M | 251k | 128.41 |
| 2020-09-30 | $29M | 252k | 115.17 |
| 2020-06-30 | $30M | 299k | 101.54 |
| 2020-03-31 | $24M | 302k | 79.65 |
| 2019-12-31 | $25M | 271k | 92.92 |
| 2019-09-30 | $22M | 257k | 84.01 |
| 2019-06-30 | $22M | 262k | 83.21 |
| 2019-03-31 | $20M | 253k | 79.43 |
| 2018-12-31 | $17M | 248k | 68.93 |
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