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 20,859 shares of SCHV stock, worth $565,487. This represents 1.09% of its overall portfolio holdings.

Number of Shares
20,859
Previous 18,029 15.7%
Holding current value
$565,487
Previous $1.34 Million 25.54%
% of portfolio
1.09%
Previous 0.97%

Shares

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

Nov 14, 2024
BUY
$73.43 - $80.37 $207,806 - $227,447
2,830 Added 15.7%
20,859 $1.68 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $177,484 - $187,677
2,474 Added 15.9%
18,029 $1.34 Million
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
$59.13 - $69.24 $3,784 - $4,431
64 Added 0.49%
13,007 $859,000
Q3 2022

Nov 14, 2022
BUY
$58.51 - $69.02 $8,132 - $9,593
139 Added 1.09%
12,943 $757,000
Q2 2022

Aug 15, 2022
BUY
$60.93 - $72.3 $8,225 - $9,760
135 Added 1.07%
12,804 $799,000
Q1 2022

May 12, 2022
SELL
$67.71 - $74.19 $32,636 - $35,759
-482 Reduced 3.67%
12,669 $904,000
Q4 2021

Jan 20, 2022
BUY
$67.9 - $73.3 $892,952 - $963,968
13,151 New
13,151 $963,000

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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