Schwab U S Large Cap Growth ETF shares owned by Kolinsky Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Kolinsky Wealth Management
from 13F filings
Historical chart of Kolinsky Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Kolinsky Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 97k | 27.87 |
| 2024-09-30 | $2.3M | 23k | 104.18 |
| 2024-06-30 | $2.1M | 21k | 100.84 |
| 2024-03-31 | $1.8M | 19k | 92.72 |
| 2023-09-30 | $1.2M | 17k | 72.72 |
| 2023-06-30 | $1.2M | 16k | 73.85 |
| 2023-03-31 | $1.0M | 16k | 65.16 |
| 2022-12-31 | $813k | 15k | 55.56 |
| 2022-09-30 | $812k | 15k | 55.78 |
| 2022-06-30 | $852k | 15k | 58.02 |
| 2022-03-31 | $1.1M | 14k | 74.85 |
| 2021-12-31 | $1.2M | 7.3k | 163.80 |
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