HCM
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Hollencrest Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Hollencrest Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-130
Closed -$3.02K – 1208
2025
Q2 		$3.02K Hold
130
– – ﹤0.01% 924
2025
Q1 		$3.01K Hold
130
– – ﹤0.01% 932
2024
Q4 		$2.95K Hold
130
– – ﹤0.01% 972
2024
Q3 		$3.09K Sell
130
-1,226
-90% -$28.7K ﹤0.01% 909
2024
Q2 		$30.9K Buy
1,356
+1,034
+321% +$23.4K ﹤0.01% 593
2024
Q1 		$7.43K Hold
322
– – ﹤0.01% 748
2023
Q4 		$7.5K Buy
322
+2
+0.6% +$45 ﹤0.01% 758
2023
Q3 		$7.06K Buy
320
+2
+0.6% +$45 ﹤0.01% 771
2023
Q2 		$7.33K Buy
318
+2
+0.6% +$47 ﹤0.01% 797
2023
Q1 		$7.42K Hold
316
– – ﹤0.01% 790
2022
Q4 		$7.2K Buy
+316
New +$7.19K ﹤0.01% 769

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