JIP
Jaffetilchin Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
609,311
+93,693
| +18% | +$2.48M | 1.06% | 23 |
|
|
2025
Q1 | $14.4M | Buy |
515,618
+28,820
| +6% | +$806K | 1.05% | 24 |
|
|
2024
Q4 | $13.3M | Buy |
486,798
+334,692
| +220% | +$9.14M | 0.96% | 23 |
|
|
2024
Q3 | $12.9M | Buy |
152,106
+1,561
| +1% | +$132K | 0.97% | 25 |
|
|
2024
Q2 | $11.7M | Buy |
150,545
+3,515
| +2% | +$273K | 1% | 26 |
|
|
2024
Q1 | $11.9M | Buy |
147,030
+13,283
| +10% | +$1.07M | 1.06% | 23 |
|
|
2023
Q4 | $10.2M | Buy |
133,747
+25,353
| +23% | +$1.93M | 0.99% | 24 |
|
|
2023
Q3 | $7.67M | Buy |
108,394
+271
| +0.3% | +$19.2K | 0.85% | 30 |
|
|
2023
Q2 | $7.85M | Buy |
108,123
+16,329
| +18% | +$1.19M | 0.83% | 31 |
|
|
2023
Q1 | $6.72M | Buy |
91,794
+73,592
| +404% | +$5.38M | 0.76% | 29 |
|
|
2022
Q4 | $1.37M | Buy |
18,202
+7,175
| +65% | +$542K | 0.17% | 104 |
|
|
2022
Q3 | $733K | Sell |
11,027
-13,658
| -55% | -$908K | 0.09% | 136 |
|
|
2022
Q2 | $1.77M | Buy |
24,685
+16,596
| +205% | +$1.19M | 0.21% | 83 |
|
|
2022
Q1 | $610K | Buy |
8,089
+4,576
| +130% | +$345K | 0.07% | 163 |
|
|
2021
Q4 | $284K | Buy |
3,513
+26
| +0.7% | +$2.1K | 0.03% | 289 |
|
|
2021
Q3 | $259K | Buy |
+3,487
| New | +$259K | 0.03% | 295 |
|