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Schwab Strategic Tr us lrg cap etf shares owned by Hollencrest Securities

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Hollencrest Securities from 13F filings

Historical chart of Hollencrest Securities investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Hollencrest Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 56k 62.06
2023-12-31 $3.2M 56k 56.40
2023-09-30 $2.2M 43k 50.60
2023-06-30 $2.2M 43k 52.37
2023-03-31 $2.0M 42k 48.37
2022-12-31 $2.5M 56k 45.15
2022-09-30 $2.4M 56k 42.36
2022-06-30 $2.5M 57k 44.65
2022-03-31 $3.1M 57k 53.85
2021-12-31 $3.3M 29k 113.83
2021-09-30 $3.0M 29k 104.02
2021-06-30 $3.0M 29k 103.95
2021-03-31 $2.8M 29k 96.04
2020-12-31 $2.7M 29k 90.96
2020-09-30 $2.4M 29k 80.63
2020-06-30 $2.3M 31k 74.11
2020-03-31 $2.0M 34k 61.26
2019-12-31 $2.7M 36k 76.81
2019-09-30 $2.7M 38k 70.93
2019-06-30 $2.6M 38k 70.20
2019-03-31 $2.5M 37k 67.60
2018-12-31 $2.3M 38k 59.69
2018-09-30 $1.5M 21k 69.55
2018-06-30 $1.3M 20k 65.01
2018-03-31 $1.3M 20k 63.06
2017-12-31 $1.2M 20k 63.79
2017-09-30 $1.2M 20k 60.04
2017-06-30 $941k 16k 57.79
2017-03-31 $916k 16k 56.25
2016-12-31 $804k 15k 53.25
2016-09-30 $654k 13k 51.64
2016-06-30 $630k 13k 49.75
2016-03-31 $618k 13k 48.80
2015-06-30 $2.6M 53k 49.30
2015-03-31 $2.6M 53k 49.57
2014-12-31 $2.6M 54k 49.04
2014-09-30 $12M 248k 46.99

More positions owned by Hollencrest Securities

Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Unitedhealth Group Stock (UNH)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Costco Whsl Corp Stock (COST)
United Parcel Service Inc Cl B Stock (UPS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Technology Select Sector Spdr Fund Etf (XLK)
Home Depot Stock (HD)
Salesforce Stock (CRM)

View all positions for Hollencrest Securities

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
Diversified
HighTower Advisors
Henderson Group
Mariner Wealth Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf