SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

HHM Wealth Advisors, LLC's Holding History (CIK: 0001750086)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,018,281 Value ($000) $137,651 Avg Close Range
Q3 2025
Shares 5,087,213 Value ($000) $138,881 Avg Close Range
Q2 2025
Shares 5,189,527 Value ($000) $137,522 Avg Close Range
Q1 2025
Shares 4,975,278 Value ($000) $139,109 Avg Close Range
Q4 2024
Shares 4,872,578 Value ($000) $133,119 Avg Close Range
Q3 2024
Shares 1,585,661 Value ($000) $134,036 Avg Close Range
Q2 2024
Shares 1,528,115 Value ($000) $118,826 Avg Close Range
Q1 2024
Shares 1,491,662 Value ($000) $120,273 Avg Close Range
Q4 2023
Shares 1,494,891 Value ($000) $113,806 Avg Close Range
Q3 2023
Shares 1,443,765 Value ($000) $102,161 Avg Close Range
Q2 2023
Shares 1,381,470 Value ($000) $100,322 Avg Close Range
Q1 2023
Shares 1,344,131 Value ($000) $98,337 Avg Close Range
Q4 2022
Shares 1,286,305 Value ($000) $97,168 Avg Close Range
Q3 2022
Shares 1,249,778 Value ($000) $83,023 Avg Close Range
Q2 2022
Shares 1,190,660 Value ($000) $85,287 Avg Close Range
Q1 2022
Shares 1,123,320 Value ($000) $88,619 Avg Close Range
Q4 2021
Shares 1,007,816 Value ($000) $81,462 Avg Close Range
Q3 2021
Shares 976,880 Value ($000) $72,524 Avg Close Range
Q2 2021
Shares 964,347 Value ($000) $72,924 Avg Close Range
Q1 2021
Shares 910,691 Value ($000) $66,408 Avg Close Range
Q4 2020
Shares 881,735 Value ($000) $56,554 Avg Close Range
Q3 2020
Shares 866,958 Value ($000) $47,943 Avg Close Range
Q2 2020
Shares 863,481 Value ($000) $44,685 Avg Close Range
Q1 2020
Shares 825,109 Value ($000) $37,113 Avg Close Range
Q4 2019
Shares 687,934 Value ($000) $39,846 Avg Close Range
Q3 2019
Shares 629,481 Value ($000) $34,483 Avg Close Range
Q2 2019
Shares 576,905 Value ($000) $30,616 Avg Close Range
Q1 2019
Shares 522,788 Value ($000) $27,331 Avg Close Range
Q4 2018
Shares 512,097 Value ($000) $24,053 Avg Close Range