Kolinsky Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$235K	Buy	3,175 +2	+0.1%	+$150	0.14%	144
2024 Q3	$206K	Buy	3,173 +4	+0.1%	+$263	0.13%	164
2024 Q2	$234K	Buy	3,169 +2	+0.1%	+$148	0.17%	131
2024 Q1	$229K	Sell	3,167 -663	-17%	-$43.7K	0.18%	129
2023 Q4	$264K	Sell	3,830 -32	-0.8%	-$1.85K	0.23%	111
2023 Q3	$212K	Buy	+3,862	New	+$233K	0.21%	122
2023 Q1	–	Sell	-2,718	Closed	-$226K	–	136
2022 Q4	$226K	Buy	+2,718	New	+$211K	0.26%	110
2022 Q2	–	Sell	-2,379	Closed	-$201K	–	145
2022 Q1	$201K	Sell	2,379 -234	-9%	-$20.6K	0.2%	131
2021 Q4	$220K	Buy	+2,613	New	+$211K	0.2%	130

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Kolinsky Wealth Management increased its Charles Schwab (SCHW) stake by 0.06% in Q4 2024, buying an estimated $150 and bringing the position to 3,175 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #144.

Kolinsky Wealth Management first reported a position in SCHW in Q4 2021 and has held it in 9 quarters since. The position peaked at $264K in Q4 2023. 1,991 funds tracked by Wall St. Rank hold SCHW as of Q4 2024.

Kolinsky Wealth Management held 3,175 shares of Charles Schwab worth $235K as of Q4 2024.
Kolinsky Wealth Management bought 2 Charles Schwab shares in Q4 2024, an estimated $150.
Charles Schwab made up 0.14% of Kolinsky Wealth Management's portfolio in Q4 2024, its #144 holding.
Kolinsky Wealth Management first reported a position in Charles Schwab in Q4 2021 and has held it in 9 quarters since.
Kolinsky Wealth Management's Charles Schwab position peaked at $264K in Q4 2023.
1,991 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2024.

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