Schwab Strategic Tr us aggregate b shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 62k | 23.37 |
| 2025-09-30 | $1.3M | 57k | 23.47 |
| 2025-06-30 | $1.3M | 58k | 23.24 |
| 2025-03-31 | $1.6M | 67k | 23.16 |
| 2024-12-31 | $1.7M | 74k | 22.70 |
| 2024-09-30 | $1.7M | 37k | 47.52 |
| 2024-06-30 | $1.4M | 31k | 45.58 |
| 2024-03-31 | $1.4M | 30k | 46.00 |
| 2023-09-30 | $1.0M | 23k | 44.23 |
| 2023-06-30 | $752k | 16k | 46.16 |
| 2023-03-31 | $769k | 16k | 46.91 |
| 2022-12-31 | $470k | 10k | 45.65 |
| 2022-09-30 | $494k | 11k | 45.33 |
| 2022-06-30 | $497k | 10k | 47.92 |
| 2022-03-31 | $620k | 12k | 50.60 |
| 2021-12-31 | $688k | 13k | 53.91 |
| 2021-09-30 | $703k | 13k | 54.30 |
| 2021-06-30 | $695k | 13k | 54.61 |
| 2021-03-31 | $715k | 13k | 53.91 |
| 2020-12-31 | $782k | 14k | 56.01 |
| 2020-09-30 | $782k | 14k | 56.11 |
| 2020-06-30 | $687k | 12k | 56.23 |
| 2020-03-31 | $663k | 12k | 54.27 |
| 2019-12-31 | $886k | 17k | 53.42 |
| 2019-09-30 | $930k | 17k | 53.88 |
| 2019-06-30 | $2.2M | 41k | 52.99 |
| 2019-03-31 | $1.9M | 36k | 51.89 |
| 2018-12-31 | $3.8M | 74k | 50.59 |
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