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HHM Wealth Advisors, LLC: SCHZ position timeline

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

HHM Wealth Advisors, LLC held 65,187 SCHZ 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 65,187 shares
    Change vs previous 13F +1,359 shares

    0.15% of the 13F portfolio, value $1,507,776.

    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 63,828 shares
    Change vs previous 13F +2,338 shares

    0.17% of the 13F portfolio, value $1,482,087.

    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 61,490 shares
    Change vs previous 13F +4,683 shares

    0.17% of the 13F portfolio, value $1,437,022.

    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 56,807 shares
    Change vs previous 13F -1,181 shares

    0.15% of the 13F portfolio, value $1,333,261.

    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 57,988 shares
    Change vs previous 13F -8,948 shares

    0.16% of the 13F portfolio, value $1,347,642.

    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 66,936 shares
    Change vs previous 13F -6,779 shares

    0.21% of the 13F portfolio, value $1,550,238.

    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 73,715 shares
    Change vs previous 13F +37,056 shares

    0.23% of the 13F portfolio, value $1,673,331.

    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 36,659 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,742,036.

    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).