Schwab Strategic Tr cmn shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $523k | 8.1k | 64.46 |
2023-06-30 | $546k | 8.1k | 67.09 |
2023-03-31 | $532k | 8.1k | 65.58 |
2022-12-31 | $560k | 8.5k | 66.02 |
2022-09-30 | $507k | 8.7k | 58.48 |
2022-06-30 | $543k | 8.7k | 62.43 |
2022-03-31 | $648k | 9.1k | 71.44 |
2021-12-31 | $662k | 9.0k | 73.25 |
2021-09-30 | $435k | 6.4k | 67.45 |
2021-06-30 | $465k | 6.8k | 68.32 |
2021-03-31 | $450k | 6.9k | 65.28 |
2020-12-31 | $415k | 7.0k | 59.54 |
2020-09-30 | $384k | 7.4k | 52.21 |
2020-06-30 | $373k | 7.4k | 50.17 |
2020-03-31 | $329k | 7.4k | 44.28 |
2019-12-31 | $508k | 8.5k | 60.10 |
2019-09-30 | $484k | 8.5k | 56.68 |
2019-06-30 | $520k | 9.3k | 56.13 |
2019-03-31 | $574k | 11k | 54.75 |
2018-12-31 | $515k | 11k | 49.26 |