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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Kolinsky Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Kolinsky Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
UnitedHealth (UNH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kolinsky Wealth Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
HighTower Advisors
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn