Schwab Strategic Tr cmn shares owned by Kolinsky Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kolinsky Wealth Management
from 13F filings
Historical chart of Kolinsky Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Kolinsky Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 21k | 80.37 |
| 2024-06-30 | $1.3M | 18k | 74.08 |
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-09-30 | $875k | 14k | 64.46 |
| 2023-06-30 | $898k | 14k | 66.51 |
| 2023-03-31 | $864k | 13k | 65.57 |
| 2022-12-31 | $859k | 13k | 66.04 |
| 2022-09-30 | $757k | 13k | 58.49 |
| 2022-06-30 | $799k | 13k | 62.40 |
| 2022-03-31 | $904k | 13k | 71.36 |
| 2021-12-31 | $963k | 13k | 73.23 |
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