Hollencrest Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Hold |
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|
2025
Q2 | $145K | Hold |
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|
2025
Q1 | $131K | Hold |
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|
2024
Q4 | $138K | Hold |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $48.4K | Hold |
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|
2023
Q4 | $44.1K | Hold |
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|
2023
Q3 | $39.5K | Hold |
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|
2023
Q2 | $40.9K | Hold |
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|
2023
Q1 | $37.9K | Hold |
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|
2022
Q4 | $35.5K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $353K | Hold |
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|
2019
Q3 | $326K | Sell |
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|
2019
Q2 | $388K | Sell |
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|
2019
Q1 | $386K | Sell |
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|
2018
Q4 | $880K | Buy |
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|
2018
Q3 | $386K | Sell |
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|
2018
Q2 | $987K | Sell |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $433K | Buy |
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|
2017
Q2 | $257K | Buy |
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