Kolinsky Wealth Management, LLC SCHX Holdings History
Kolinsky Wealth Management, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 1.44 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $33.48 Mil. This investment constitutes 20.43% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.06% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2021Q4. And since then Kolinsky Wealth Management, LLC has made 8 purchases of SCHX, at an average price of $32.22, for a total of 1.47 Mil shares. In addition, there have been 4 sales at an average price of $51.14 for 21,985.00 shares. Based on historical transaction data and SCHX's current price of $24.57, Kolinsky Wealth Management, LLC's estimated gain on his SCHX holdings is $-10.62 Mil, reflecting a -22.50% gain to date.
Kolinsky Wealth Management, LLC SCHX ($24.57) Holding Chart
Kolinsky Wealth Management, LLC SCHX ($24.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
