JWM
Jackson Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-83,533
| Closed | -$9.51M | – | 124 |
|
|
2021
Q4 | $9.51M | Sell |
83,533
-2,474
| -3% | -$282K | 1.2% | 23 |
|
|
2021
Q3 | $35K | Sell |
86,007
-4,124
| -5% | -$1.68K | 0.42% | 47 |
|
|
2021
Q2 | $9.37M | Sell |
90,131
-10,229
| -10% | -$1.06M | 1.19% | 25 |
|
|
2021
Q1 | $9.64M | Buy |
100,360
+842
| +0.8% | +$80.9K | 1.44% | 18 |
|
|
2020
Q4 | $9.05M | Sell |
99,518
-3,108
| -3% | -$283K | 1.23% | 17 |
|
|
2020
Q3 | $8.28M | Sell |
102,626
-1,231
| -1% | -$99.3K | 1.24% | 14 |
|
|
2020
Q2 | $7.7M | Buy |
+103,857
| New | +$7.7M | 1.37% | 15 |
|