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HHM Wealth Advisors, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on SCHA, newest first. How the timeline and the estimate are built.

HHM Wealth Advisors, LLC held 479,778 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 479,778 shares
    Change vs previous 13F +14,408 shares

    1.74% of the 13F portfolio, value $17,334,384.

    13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 465,370 shares
    Change vs previous 13F +19,671 shares

    1.56% of the 13F portfolio, value $13,532,954.

    13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 445,699 shares
    Change vs previous 13F +32,040 shares

    1.5% of the 13F portfolio, value $12,693,502.

    13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 413,659 shares
    Change vs previous 13F -69,255 shares

    1.34% of the 13F portfolio, value $11,541,099.

    13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 482,914 shares
    Change vs previous 13F +43,499 shares

    1.45% of the 13F portfolio, value $12,217,719.

    13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 439,415 shares
    Change vs previous 13F -5,412 shares

    1.39% of the 13F portfolio, value $10,295,502.

    13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 444,827 shares
    Change vs previous 13F +226,054 shares

    1.56% of the 13F portfolio, value $11,503,238.

    13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 218,773 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $11,266,786.

    13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).