KWM
Kolinsky Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.76M | Buy |
67,339
+46,480
| +223% | +$1.21M | 1.07% | 14 |
|
|
2024
Q3 | $1.68M | Buy |
20,859
+2,830
| +16% | +$227K | 1.09% | 15 |
|
|
2024
Q2 | $1.34M | Buy |
18,029
+2,474
| +16% | +$183K | 0.96% | 16 |
|
|
2024
Q1 | $1.18M | Buy |
15,555
+1,712
| +12% | +$130K | 0.9% | 17 |
|
|
2023
Q4 | $970K | Buy |
13,843
+276
| +2% | +$19.3K | 0.85% | 19 |
|
|
2023
Q3 | $875K | Buy |
13,567
+65
| +0.5% | +$4.19K | 0.87% | 18 |
|
|
2023
Q2 | $898K | Buy |
13,502
+326
| +2% | +$21.7K | 0.85% | 15 |
|
|
2023
Q1 | $864K | Buy |
13,176
+169
| +1% | +$11.1K | 0.92% | 15 |
|
|
2022
Q4 | $859K | Buy |
13,007
+64
| +0.5% | +$4.23K | 0.98% | 13 |
|
|
2022
Q3 | $757K | Buy |
12,943
+139
| +1% | +$8.13K | 0.95% | 14 |
|
|
2022
Q2 | $799K | Buy |
12,804
+135
| +1% | +$8.42K | 0.94% | 15 |
|
|
2022
Q1 | $904K | Sell |
12,669
-482
| -4% | -$34.4K | 0.89% | 17 |
|
|
2021
Q4 | $963K | Buy |
+13,151
| New | +$963K | 0.89% | 15 |
|