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Schwab Strategic Tr intrm trm shares owned by Hollencrest Securities

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Hollencrest Securities from 13F filings

Historical chart of Hollencrest Securities investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 11k 25.13
2025-06-30 $315k 13k 25.03
2025-03-31 $313k 13k 24.86
2024-12-31 $339k 14k 24.29

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Vanguard S&p 500 Etf Etf (VOO)
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Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
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Unitedhealth Group Stock (UNH)
Vanguard Information Technology Etf Etf (VGT)
Home Depot Stock (HD)

View all positions for Hollencrest Securities

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm