Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HHM WEALTH ADVISORS LLC 02-05-2024 12-31-2023 756 574,676,330
Institutional Holdings
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
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