Hollencrest Capital Management Schwab Strategic U.S. Mid Cap Transaction History

Hollencrest Capital Management

  • $2.17 Billion
  • Q1 2024

A detailed history of Hollencrest Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Hollencrest Capital Management holds 197 shares of SCHM stock, worth $15,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 197 -0.0%
Holding current value
$15,277
Previous $14,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$63.01 - $75.95 $63 - $75
-1 Reduced 0.51%
197 $14,000
Q2 2023

Aug 10, 2023
BUY
$65.29 - $71.03 $65 - $71
1 Added 0.51%
198 $14,000
Q1 2023

May 16, 2023
SELL
$64.24 - $73.9 $899 - $1,034
-14 Reduced 6.64%
197 $13,000
Q4 2022

Feb 06, 2023
BUY
$64.3 - $69.94 $13,567 - $14,757
211 New
211 $13,000

Others Institutions Holding SCHM

# of Institutions
901
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Hollencrest Capital Management Portfolio

Follow Hollencrest Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hollencrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Hollencrest Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email