JHCP
Jackson Hole Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Hold |
1,650
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $43.2K | Hold |
1,650
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $45.7K | Buy |
1,650
+1,100
| +200% | +$30.5K | 0.01% | 231 |
|
|
2024
Q3 | $45.7K | Hold |
550
| – | – | 0.01% | 226 |
|
|
2024
Q2 | $42.8K | Hold |
550
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $44.8K | Hold |
550
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $41.4K | Hold |
550
| – | – | 0.01% | 223 |
|
|
2023
Q3 | $37.2K | Hold |
550
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $39.1K | Hold |
550
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $37.3K | Hold |
550
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $36.1K | Hold |
550
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $33K | Hold |
550
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $35K | Buy |
+550
| New | +$35K | 0.01% | 198 |
|
|
2020
Q1 | – | Sell |
-20,520
| Closed | -$1.23M | – | 185 |
|
|
2019
Q4 | $1.23M | Hold |
20,520
| – | – | 0.68% | 42 |
|
|
2019
Q3 | $1.16M | Hold |
20,520
| – | – | 0.65% | 41 |
|
|
2019
Q2 | $1.17M | Hold |
20,520
| – | – | 0.73% | 37 |
|
|
2019
Q1 | $1.14M | Hold |
20,520
| – | – | 1% | 30 |
|
|
2018
Q4 | $984K | Buy |
+20,520
| New | +$984K | 1.04% | 28 |
|