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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$33.5M	Buy	1,443,098 +90,155	+7%	+$2.1M	20.43%	1
2024 Q3	$30.3M	Buy	1,352,943 +35,127	+3%	+$765K	19.68%	1
2024 Q2	$28.2M	Buy	1,317,816 +7,494	+0.6%	+$155K	20.22%	1
2024 Q1	$27.1M	Buy	1,310,322 +7,038	+0.5%	+$139K	20.72%	1
2023 Q4	$24.5M	Sell	1,303,284 -10,899	-0.8%	-$191K	21.56%	1
2023 Q3	$22.2M	Sell	1,314,183 -26,445	-2%	-$464K	22.01%	1
2023 Q2	$23.1M	Sell	1,340,628 -26,199	-2%	-$433K	21.96%	1
2023 Q1	$22M	Sell	1,366,827 -2,412	-0.2%	-$38K	23.39%	1
2022 Q4	$20.6M	Buy	1,369,239 +16,236	+1%	+$246K	23.52%	1
2022 Q3	$19.1M	Buy	1,353,003 +31,212	+2%	+$490K	23.93%	1
2022 Q2	$19.7M	Buy	1,321,791 +10,428	+0.8%	+$169K	23.25%	1
2022 Q1	$23.5M	Buy	1,311,363 +12,879	+1%	+$228K	23.1%	1
2021 Q4	$24.6M	Buy	+1,298,484	New	+$24M	22.78%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kolinsky Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 6.7% in Q4 2024, buying an estimated $2.1M and bringing the position to 1,443,098 shares worth $33.5M. The position accounts for 20.43% of the portfolio, ranked #1.

Kolinsky Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 13 quarters since. 1,363 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Kolinsky Wealth Management held 1,443,098 shares of Schwab US Large- Cap ETF worth $33.5M as of Q4 2024.
Kolinsky Wealth Management bought 90,155 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $2.1M.
Schwab US Large- Cap ETF made up 20.43% of Kolinsky Wealth Management's portfolio in Q4 2024, its #1 holding.
Kolinsky Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 13 quarters since.
1,363 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

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