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

Kolinsky Wealth Management, LLC

  • $130 Million
  • Q1 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 18,989 shares of SCHG stock, worth $1.98 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
18,989
Previous 16,902 12.35%
Holding current value
$1.98 Million
Previous $1.4 Million 25.53%
% of portfolio
1.35%
Previous 1.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-129 Reduced 0.88%
14,556 $812,000
Q2 2022

Aug 15, 2022
BUY
N/A
243 Added 1.68%
14,685 $852,000
Q1 2022

May 12, 2022
BUY
N/A
7,110 Added 96.97%
14,442 $1.08 Million
Q4 2021

Jan 20, 2022
BUY
N/A
7,332 New
7,332 $1.2 Million

Others Institutions Holding SCHG

# of Institutions
1,188
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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