JWM
Jackson Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+9,182
| New | +$219K | 0.02% | 153 |
|
|
2025
Q1 | – | Sell |
-9,182
| Closed | -$208K | – | 176 |
|
|
2024
Q4 | $208K | Buy |
9,182
+6,121
| +200% | +$139K | 0.02% | 150 |
|
|
2024
Q3 | $204K | Buy |
+3,061
| New | +$204K | 0.02% | 148 |
|
|
2022
Q1 | – | Sell |
-18,232
| Closed | -$2.06M | – | 123 |
|
|
2021
Q4 | $2.06M | Buy |
+18,232
| New | +$2.06M | 0.26% | 85 |
|