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Kolinsky Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kolinsky Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.71M Buy
97,122
+7,306
+8% +$200K 1.65% 10
2024
Q3 		$2.34M Buy
89,816
+6,064
+7% +$153K 1.52% 9
2024
Q2 		$2.11M Buy
83,752
+7,796
+10% +$184K 1.51% 10
2024
Q1 		$1.76M Buy
75,956
+8,348
+12% +$185K 1.35% 11
2023
Q4 		$1.4M Buy
67,608
+1,808
+3% +$35K 1.23% 11
2023
Q3 		$1.2M Buy
65,800
+1,728
+3% +$32.5K 1.19% 11
2023
Q2 		$1.18M Buy
64,072
+2,136
+3% +$36.6K 1.12% 10
2023
Q1 		$1.01M Buy
61,936
+3,408
+6% +$51.7K 1.07% 11
2022
Q4 		$813K Buy
58,528
+304
+0.5% +$4.37K 0.93% 17
2022
Q3 		$812K Sell
58,224
-516
-0.9% -$8.08K 1.02% 12
2022
Q2 		$852K Buy
58,740
+972
+2% +$15.5K 1.01% 13
2022
Q1 		$1.08M Sell
57,768
-888
-2% -$16.2K 1.06% 11
2021
Q4 		$1.2M Buy
+58,656
New +$1.17M 1.11% 10

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kolinsky Wealth Management's SCHG Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.1% in Q4 2024, buying an estimated $200K and bringing the position to 97,122 shares worth $2.71M. The position accounts for 1.65% of the portfolio, ranked #10.

Kolinsky Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 13 quarters since. 1,385 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Kolinsky Wealth Management held 97,122 shares of Schwab US Large-Cap Growth ETF worth $2.71M as of Q4 2024.
  • Kolinsky Wealth Management bought 7,306 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $200K.
  • Schwab US Large-Cap Growth ETF made up 1.65% of Kolinsky Wealth Management's portfolio in Q4 2024, its #10 holding.
  • Kolinsky Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.