Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $113,806,044 | 1,494,891 | 0.02 | 0.02 | 51,126 | 3.54 | 12-31-2023 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $85,748,006 | 1,540,291 | 0.01 | 0.01 | 15,200 | 1.00 | 12-31-2023 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $77,668,426 | 936,215 | 0.01 | 0.01 | -31,663 | -3.27 | 12-31-2023 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 4 | $41,722,618 | 553,938 | 0.01 | 0.01 | -20,081 | -3.50 | 12-31-2023 |