KWM
SCHV

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

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APP
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