SCHD — SCHWAB STRATEGIC TR

Ownership history in HHM Wealth Advisors, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which HHM Wealth Advisors, LLC reported a position in SCHWAB STRATEGIC TR (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
22.21% (2022 Q4)
Avg. % of fund
19.12%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,018,281 -68,932 -1.4% 16.20% $137.7M $27.43
2025 Q3 REDUCED 5,087,213 -102,314 -2.0% 16.07% $138.9M $27.02
2025 Q2 ADDED 5,189,527 +214,249 +4.3% 16.35% $137.5M $25.98
2025 Q1 ADDED 4,975,278 +102,700 +2.1% 18.73% $139.1M $27.15
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHD price (monthly, adj. close)

Other funds also holding SCHD

As of 2025 Q4 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 48.03% PLANNING DIRECTIONS INC 3Y 7Y 18.59% Fidelis Wealth Advisors LLC 17.45% BURKETT FINANCIAL SERVICES, LLC 16.16% Whelan Financial 3Y 15.25% truNorth Financial Services, Inc. 14.04% SURIENCE PRIVATE WEALTH LLC 3Y 12.63% Clark Wealth Partners 12.51% Paradigm, Strategies in Wealth Management, LLC 3Y 12.33% CGC Financial Services, LLC 11.93%
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