HHM Wealth Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$38,849,649
-0.7%
574,019
+4.3%
7.59%
+3.5%
Q2 2023$39,108,876
+8.2%
550,597
+3.4%
7.33%
-0.6%
Q1 2023$36,142,145
+9.0%
532,677
+5.4%
7.38%
-2.7%
Q4 2022$33,172,102
+19.5%
505,595
+10.3%
7.58%
+3.9%
Q3 2022$27,751,000
+12.7%
458,462
+16.8%
7.30%
+15.6%
Q2 2022$24,633,000
-13.4%
392,684
+4.7%
6.31%
-5.1%
Q1 2022$28,454,000
-8.6%
375,087
-3.1%
6.65%
-11.4%
Q4 2021$31,129,000
+13.9%
387,036
+8.6%
7.51%
+1.1%
Q3 2021$27,322,000
+1.5%
356,402
+3.6%
7.43%
+1.4%
Q2 2021$26,925,000
+13.1%
344,000
+7.5%
7.32%
-0.6%
Q1 2021$23,811,000
+4.1%
319,908
-4.7%
7.37%
-6.3%
Q4 2020$22,879,000
+22.0%
335,562
-0.7%
7.86%
+4.8%
Q3 2020$18,755,000
+2.4%
338,055
-2.9%
7.50%
-2.0%
Q2 2020$18,317,000
+29.3%
348,093
+3.6%
7.65%
+10.7%
Q1 2020$14,162,000
-19.6%
335,913
+14.7%
6.91%
-18.4%
Q4 2019$17,621,000
+17.7%
292,789
+10.6%
8.47%
-0.6%
Q3 2019$14,973,000
-0.8%
264,829
+0.1%
8.52%
-4.3%
Q2 2019$15,098,000
+5.9%
264,455
+2.7%
8.90%
-2.5%
Q1 2019$14,263,000
+16.8%
257,503
+1.1%
9.12%
+2.0%
Q4 2018$12,213,000254,8058.95%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders