KWM
Kolinsky Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.5M | Buy |
1,443,098
+992,117
| +220% | +$23M | 20.43% | 1 |
|
|
2024
Q3 | $30.3M | Buy |
450,981
+11,709
| +3% | +$786K | 19.68% | 1 |
|
|
2024
Q2 | $28.2M | Buy |
439,272
+2,498
| +0.6% | +$160K | 20.22% | 1 |
|
|
2024
Q1 | $27.1M | Buy |
436,774
+2,346
| +0.5% | +$146K | 20.72% | 1 |
|
|
2023
Q4 | $24.5M | Sell |
434,428
-3,633
| -0.8% | -$205K | 21.56% | 1 |
|
|
2023
Q3 | $22.2M | Sell |
438,061
-8,815
| -2% | -$446K | 22.01% | 1 |
|
|
2023
Q2 | $23.1M | Sell |
446,876
-8,733
| -2% | -$452K | 21.96% | 1 |
|
|
2023
Q1 | $22M | Sell |
455,609
-804
| -0.2% | -$38.9K | 23.39% | 1 |
|
|
2022
Q4 | $20.6M | Buy |
456,413
+5,412
| +1% | +$244K | 23.52% | 1 |
|
|
2022
Q3 | $19.1M | Buy |
451,001
+10,404
| +2% | +$441K | 23.93% | 1 |
|
|
2022
Q2 | $19.7M | Buy |
440,597
+3,476
| +0.8% | +$155K | 23.25% | 1 |
|
|
2022
Q1 | $23.5M | Buy |
437,121
+220,707
| +102% | +$11.9M | 23.1% | 1 |
|
|
2021
Q4 | $24.6M | Buy |
+216,414
| New | +$24.6M | 22.78% | 1 |
|