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JHCP
Jackson Hole Capital Partners’s
Schwab US Aggregate Bond ETF
SCHZ
Stock Holding History
Jackson Hole Capital Partners’s Portfolio
SCHZ Stock Details
SCHZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-188
Closed
-$4.47K
–
281
2024
Q3
$4.47K
Hold
188
–
–
﹤0.01%
257
2024
Q2
$4.29K
Hold
188
–
–
﹤0.01%
262
2024
Q1
$4.32K
Hold
188
–
–
﹤0.01%
261
2023
Q4
$4.38K
Hold
188
–
–
﹤0.01%
261
2023
Q3
$4.16K
Hold
188
–
–
﹤0.01%
248
2023
Q2
$4.34K
Hold
188
–
–
﹤0.01%
263
2023
Q1
$4.41K
Hold
188
–
–
﹤0.01%
284
2022
Q4
$4.29K
Hold
188
–
–
﹤0.01%
254
2022
Q3
$4K
Hold
188
–
–
﹤0.01%
257
2022
Q2
$4K
Hold
188
–
–
﹤0.01%
234
2022
Q1
$5K
Hold
188
–
–
﹤0.01%
242
2021
Q4
$5K
Hold
188
–
–
﹤0.01%
229
2021
Q3
$5K
Sell
188
-190
-50%
-$5.21K
﹤0.01%
238
2021
Q2
$10K
Sell
378
-232
-38%
-$6.3K
﹤0.01%
223
2021
Q1
$16K
Buy
+610
New
+$16.7K
0.01%
212
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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