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HHM Wealth Advisors, LLC: SCHD position timeline

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

HHM Wealth Advisors, LLC held 5,312,613 SCHD 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 5,312,613 shares
    Change vs previous 13F +156,107 shares

    16.96% of the 13F portfolio, value $168,462,961.

    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 5,156,506 shares
    Change vs previous 13F +138,225 shares

    18.25% of the 13F portfolio, value $158,201,602.

    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 5,018,281 shares
    Change vs previous 13F -68,932 shares

    16.24% of the 13F portfolio, value $137,651,447.

    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 5,087,213 shares
    Change vs previous 13F -102,314 shares

    16.07% of the 13F portfolio, value $138,880,916.

    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 5,189,527 shares
    Change vs previous 13F +214,249 shares

    16.35% of the 13F portfolio, value $137,522,466.

    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 4,975,278 shares
    Change vs previous 13F +102,700 shares

    18.73% of the 13F portfolio, value $139,108,776.

    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 4,872,578 shares
    Change vs previous 13F +3,286,917 shares

    18.1% of the 13F portfolio, value $133,118,825.

    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 1,585,661 shares
    Change vs previous 13F not available

    19.01% of the 13F portfolio, value $134,035,907.

    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).