Kolinsky Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Kolinsky Wealth Management, LLC

  • $154 Million
  • Q3 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 22,454 shares of SCHG stock, worth $635,672. This represents 1.52% of its overall portfolio holdings.

Number of Shares
22,454
Previous 20,938 7.24%
Holding current value
$635,672
Previous $2.11 Million 10.8%
% of portfolio
1.52%
Previous 1.53%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$92.63 - $105.69 $140,427 - $160,226
1,516 Added 7.24%
22,454 $2.34 Million
Q2 2024

Aug 14, 2024
BUY
$87.04 - $101.61 $169,640 - $198,037
1,949 Added 10.26%
20,938 $2.11 Million
Q1 2024

May 15, 2024
BUY
$80.6 - $93.32 $168,212 - $194,758
2,087 Added 12.35%
18,989 $1.76 Million
Q4 2023

Feb 13, 2024
BUY
$70.08 - $83.37 $31,676 - $37,683
452 Added 2.75%
16,902 $1.4 Million
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $31,099 - $33,704
432 Added 2.7%
16,450 $1.2 Million
Q2 2023

Aug 14, 2023
BUY
$63.6 - $74.95 $33,962 - $40,023
534 Added 3.45%
16,018 $1.2 Million
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $46,169 - $55,524
852 Added 5.82%
15,484 $1.01 Million
Q4 2022

Feb 14, 2023
BUY
$54.31 - $60.76 $4,127 - $4,617
76 Added 0.52%
14,632 $813,000
Q3 2022

Nov 14, 2022
SELL
$55.81 - $69.25 $7,199 - $8,933
-129 Reduced 0.88%
14,556 $812,000
Q2 2022

Aug 15, 2022
BUY
$55.73 - $76.55 $13,542 - $18,601
243 Added 1.68%
14,685 $852,000
Q1 2022

May 12, 2022
BUY
$65.63 - $82.62 $466,629 - $587,428
7,110 Added 96.97%
14,442 $1.08 Million
Q4 2021

Jan 20, 2022
BUY
$73.11 - $83.4 $536,042 - $611,488
7,332 New
7,332 $1.2 Million

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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

Track Kolinsky Wealth Management, LLC Portfolio

Follow Kolinsky Wealth Management, LLC 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 Kolinsky Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kolinsky Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email