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 15,555 shares of SCHV stock, worth $1.15 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

15,555

Previous 13,843 12.37%

Holding current value

$1.15 Million

Previous $970,000 21.75%

% of portfolio

0.91%

Previous 0.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$68.82 - $75.98 $117,819 - $130,077	1,712 Added 12.37%	15,555 $1.18 Million
Q4 2023 Feb 13, 2024	BUY	$61.16 - $70.24 $16,880 - $19,386	276 Added 2.03%	13,843 $970,000
Q3 2023 Nov 14, 2023	BUY	$64.45 - $69.39 $4,189 - $4,510	65 Added 0.48%	13,567 $874,000
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $20,645 - $21,910	326 Added 2.47%	13,502 $905,000
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $10,577 - $11,711	169 Added 1.3%	13,176 $864,000

Q4 2022 Feb 14, 2023	BUY	$64.27 - $69.24 $4,113 - $4,431	64 Added 0.49%	13,007 $859,000
Q3 2022 Nov 14, 2022	BUY	N/A	139 Added 1.09%	12,943 $757,000
Q2 2022 Aug 15, 2022	BUY	N/A	135 Added 1.07%	12,804 $799,000
Q1 2022 May 12, 2022	SELL	N/A	-482 Reduced 3.67%	12,669 $904,000
Q4 2021 Jan 20, 2022	BUY	N/A	13,151 New	13,151 $963,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

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.

Account

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