HWA
HHM Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130M | Buy |
5,468,240
+1,304,073
| +31% | +$31.1M | 15.49% | 2 |
|
|
2025
Q1 | $89.7M | Buy |
4,164,167
+142,398
| +4% | +$3.07M | 12.07% | 2 |
|
|
2024
Q4 | $91.3M | Buy |
4,021,769
+2,678,507
| +199% | +$60.8M | 12.41% | 3 |
|
|
2024
Q3 | $89.4M | Sell |
1,343,262
-177,518
| -12% | -$11.8M | 12.67% | 3 |
|
|
2024
Q2 | $95.6M | Sell |
1,520,780
-9,004
| -0.6% | -$566K | 14.39% | 2 |
|
|
2024
Q1 | $93.4M | Sell |
1,529,784
-10,507
| -0.7% | -$641K | 15.37% | 2 |
|
|
2023
Q4 | $85.7M | Buy |
1,540,291
+15,200
| +1% | +$846K | 14.92% | 2 |
|
|
2023
Q3 | $76M | Buy |
1,525,091
+23,442
| +2% | +$1.17M | 14.85% | 2 |
|
|
2023
Q2 | $77.6M | Buy |
1,501,649
+22,831
| +2% | +$1.18M | 14.56% | 3 |
|
|
2023
Q1 | $70.8M | Sell |
1,478,818
-42,735
| -3% | -$2.04M | 14.45% | 3 |
|
|
2022
Q4 | $68.2M | Buy |
1,521,553
+78,347
| +5% | +$3.51M | 15.59% | 2 |
|
|
2022
Q3 | $60.6M | Buy |
1,443,206
+119,794
| +9% | +$5.03M | 15.93% | 2 |
|
|
2022
Q2 | $58.5M | Buy |
1,323,412
+101,714
| +8% | +$4.49M | 14.98% | 2 |
|
|
2022
Q1 | $65.2M | Buy |
1,221,698
+758,572
| +164% | +$40.5M | 15.25% | 2 |
|
|
2021
Q4 | $52.3M | Buy |
463,126
+14,060
| +3% | +$1.59M | 12.63% | 2 |
|
|
2021
Q3 | $46.6M | Sell |
449,066
-24,159
| -5% | -$2.51M | 12.68% | 2 |
|
|
2021
Q2 | $49.3M | Buy |
473,225
+14,090
| +3% | +$1.47M | 13.42% | 2 |
|
|
2021
Q1 | $44.4M | Sell |
459,135
-2,055
| -0.4% | -$199K | 13.74% | 2 |
|
|
2020
Q4 | $42M | Sell |
461,190
-5,667
| -1% | -$516K | 14.42% | 2 |
|
|
2020
Q3 | $37.2M | Sell |
466,857
-10,263
| -2% | -$817K | 14.86% | 2 |
|
|
2020
Q2 | $35.1M | Buy |
477,120
+30,783
| +7% | +$2.26M | 14.64% | 2 |
|
|
2020
Q1 | $27M | Buy |
446,337
+129,570
| +41% | +$7.83M | 13.17% | 2 |
|
|
2019
Q4 | $24.3M | Buy |
316,767
+15,022
| +5% | +$1.15M | 11.67% | 3 |
|
|
2019
Q3 | $21.4M | Sell |
301,745
-4,527
| -1% | -$322K | 12.19% | 3 |
|
|
2019
Q2 | $21.6M | Buy |
306,272
+9,143
| +3% | +$645K | 12.73% | 3 |
|
|
2019
Q1 | $20.2M | Buy |
297,129
+10,324
| +4% | +$703K | 12.94% | 2 |
|
|
2018
Q4 | $17.2M | Buy |
+286,805
| New | +$17.2M | 12.6% | 2 |
|