HCM
SCHQ

Hollencrest Capital Management’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Hollencrest Capital Management’s Portfolio SCHQ Stock Details SCHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$19.7K – 1167
2024
Q2 		$19.7K Buy
+600
New +$19.5K ﹤0.01% 673

Other funds holding SCHQ

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SWA
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hollencrest Capital Management's SCHQ Position: Q3 2024 in Review

Hollencrest Capital Management sold out of Schwab Long-Term US Treasury ETF (SCHQ) in Q3 2024, closing a stake of 600 shares — an estimated $19.7K sold.

Hollencrest Capital Management first reported a position in SCHQ in Q2 2024 and held it in 1 quarter. The position peaked at $19.7K in Q2 2024. 107 funds tracked by Wall St. Rank hold SCHQ as of Q3 2024.

  • Hollencrest Capital Management reported no remaining Schwab Long-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Hollencrest Capital Management sold 600 Schwab Long-Term US Treasury ETF shares in Q3 2024, an estimated $19.7K.
  • Hollencrest Capital Management first reported a position in Schwab Long-Term US Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Hollencrest Capital Management's Schwab Long-Term US Treasury ETF position peaked at $19.7K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Schwab Long-Term US Treasury ETF as of Q3 2024.

Based on Hollencrest Capital Management's 13F filing for Q3 2024, filed 1 Nov 2024.