Kolinsky Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kolinsky Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.76M	Buy	67,339 +4,762	+8%	+$129K	1.07%	14
2024 Q3	$1.68M	Buy	62,577 +8,490	+16%	+$218K	1.09%	15
2024 Q2	$1.34M	Buy	54,087 +7,422	+16%	+$183K	0.96%	16
2024 Q1	$1.18M	Buy	46,665 +5,136	+12%	+$123K	0.9%	17
2023 Q4	$970K	Buy	41,529 +828	+2%	+$18.1K	0.85%	19
2023 Q3	$875K	Buy	40,701 +195	+0.5%	+$4.38K	0.87%	18
2023 Q2	$898K	Buy	40,506 +978	+2%	+$21.4K	0.85%	15
2023 Q1	$864K	Buy	39,528 +507	+1%	+$11.3K	0.92%	15
2022 Q4	$859K	Buy	39,021 +192	+0.5%	+$4.16K	0.98%	13
2022 Q3	$757K	Buy	38,829 +417	+1%	+$8.98K	0.95%	14
2022 Q2	$799K	Buy	38,412 +405	+1%	+$9.09K	0.94%	15
2022 Q1	$904K	Sell	38,007 -1,446	-4%	-$34.2K	0.89%	17
2021 Q4	$963K	Buy	+39,453	New	+$935K	0.89%	15

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Kolinsky Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 7.6% in Q4 2024, buying an estimated $129K and bringing the position to 67,339 shares worth $1.76M. The position accounts for 1.07% of the portfolio, ranked #14.

Kolinsky Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 13 quarters since. 826 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

Kolinsky Wealth Management held 67,339 shares of Schwab US Large-Cap Value ETF worth $1.76M as of Q4 2024.
Kolinsky Wealth Management bought 4,762 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $129K.
Schwab US Large-Cap Value ETF made up 1.07% of Kolinsky Wealth Management's portfolio in Q4 2024, its #14 holding.
Kolinsky Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
826 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

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