SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 61,490 Value ($000) $1,437 Avg Close Range
Q3 2025
Shares 56,807 Value ($000) $1,333 Avg Close Range
Q2 2025
Shares 57,988 Value ($000) $1,348 Avg Close Range
Q1 2025
Shares 66,936 Value ($000) $1,550 Avg Close Range
Q4 2024
Shares 73,715 Value ($000) $1,673 Avg Close Range
Q3 2024
Shares 36,659 Value ($000) $1,742 Avg Close Range
Q2 2024
Shares 31,146 Value ($000) $1,420 Avg Close Range
Q1 2024
Shares 29,467 Value ($000) $1,355 Avg Close Range
Q4 2023
Shares 23,696 Value ($000) $1,105 Avg Close Range
Q3 2023
Shares 22,667 Value ($000) $1,003 Avg Close Range
Q2 2023
Shares 16,285 Value ($000) $752 Avg Close Range
Q1 2023
Shares 16,396 Value ($000) $769 Avg Close Range
Q4 2022
Shares 10,287 Value ($000) $470 Avg Close Range
Q3 2022
Shares 10,897 Value ($000) $494 Avg Close Range
Q2 2022
Shares 10,372 Value ($000) $497 Avg Close Range
Q1 2022
Shares 12,252 Value ($000) $620 Avg Close Range
Q4 2021
Shares 12,762 Value ($000) $688 Avg Close Range
Q3 2021
Shares 12,947 Value ($000) $703 Avg Close Range
Q2 2021
Shares 12,727 Value ($000) $695 Avg Close Range
Q1 2021
Shares 13,262 Value ($000) $715 Avg Close Range
Q4 2020
Shares 13,962 Value ($000) $782 Avg Close Range
Q3 2020
Shares 13,937 Value ($000) $782 Avg Close Range
Q2 2020
Shares 12,217 Value ($000) $687 Avg Close Range
Q1 2020
Shares 12,217 Value ($000) $663 Avg Close Range
Q4 2019
Shares 16,586 Value ($000) $886 Avg Close Range
Q3 2019
Shares 17,261 Value ($000) $930 Avg Close Range
Q2 2019
Shares 40,723 Value ($000) $2,158 Avg Close Range
Q1 2019
Shares 35,672 Value ($000) $1,851 Avg Close Range
Q4 2018
Shares 74,298 Value ($000) $3,759 Avg Close Range