Charles Schwab Corporation shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 4.0k | 95.47 |
| 2025-06-30 | $392k | 4.3k | 91.24 |
| 2025-03-31 | $408k | 5.2k | 78.28 |
| 2024-12-31 | $361k | 4.9k | 74.01 |
| 2024-09-30 | $187k | 2.9k | 64.81 |
| 2024-06-30 | $213k | 2.9k | 73.69 |
| 2024-03-31 | $227k | 3.1k | 72.34 |
| 2023-09-30 | $161k | 2.9k | 54.90 |
| 2023-06-30 | $164k | 2.9k | 56.68 |
| 2023-03-31 | $140k | 2.7k | 52.38 |
| 2022-12-31 | $63k | 760 | 83.26 |
| 2022-09-30 | $55k | 760 | 72.37 |
| 2022-06-30 | $48k | 760 | 63.16 |
| 2022-03-31 | $59k | 700 | 84.29 |