JIP
Jaffetilchin Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.5M | Buy |
2,558,273
+9,004
| +0.4% | +$220K | 4.09% | 5 |
|
|
2025
Q1 | $56.3M | Buy |
2,549,269
+20,953
| +0.8% | +$463K | 4.09% | 4 |
|
|
2024
Q4 | $58.6M | Buy |
2,528,316
+1,708,699
| +208% | +$39.6M | 4.24% | 4 |
|
|
2024
Q3 | $55.6M | Buy |
819,617
+32,370
| +4% | +$2.2M | 4.2% | 4 |
|
|
2024
Q2 | $50.6M | Buy |
787,247
+41
| +0% | +$2.63K | 4.32% | 5 |
|
|
2024
Q1 | $48.9M | Buy |
787,206
+2,062
| +0.3% | +$128K | 4.38% | 4 |
|
|
2023
Q4 | $44.3M | Buy |
785,144
+2,855
| +0.4% | +$161K | 4.32% | 4 |
|
|
2023
Q3 | $39.6M | Buy |
782,289
+2,757
| +0.4% | +$140K | 4.37% | 3 |
|
|
2023
Q2 | $40.8M | Sell |
779,532
-27,506
| -3% | -$1.44M | 4.31% | 3 |
|
|
2023
Q1 | $39M | Sell |
807,038
-61,828
| -7% | -$2.99M | 4.43% | 3 |
|
|
2022
Q4 | $39.2M | Buy |
868,866
+110,341
| +15% | +$4.98M | 4.79% | 3 |
|
|
2022
Q3 | $32.1M | Sell |
758,525
-1,028
| -0.1% | -$43.5K | 4.12% | 4 |
|
|
2022
Q2 | $33.9M | Buy |
759,553
+3,083
| +0.4% | +$138K | 4.01% | 3 |
|
|
2022
Q1 | $35.1M | Buy |
756,470
+378,504
| +100% | +$17.6M | 4.13% | 4 |
|
|
2021
Q4 | $43M | Buy |
377,966
+485
| +0.1% | +$55.2K | 4.07% | 5 |
|
|
2021
Q3 | $39.3M | Sell |
377,481
-377,206
| -50% | -$39.2M | 4.18% | 5 |
|
|
2021
Q2 | $73.6M | Buy |
754,687
+377,345
| +100% | +$36.8M | 5.08% | 3 |
|
|
2021
Q1 | $36.2M | Buy |
377,342
+66
| +0% | +$6.34K | 4.27% | 4 |
|
|
2020
Q4 | $34.3M | Buy |
377,276
+53,322
| +16% | +$4.85M | 4.87% | 4 |
|
|
2020
Q3 | $26.1M | Buy |
323,954
+46,515
| +17% | +$3.75M | 4.82% | 6 |
|
|
2020
Q2 | $20.6M | Buy |
277,439
+9,410
| +4% | +$697K | 4.53% | 7 |
|
|
2020
Q1 | $16.4M | Buy |
268,029
+1,053
| +0.4% | +$64.5K | 5.8% | 4 |
|
|
2019
Q4 | $20.5M | Buy |
266,976
+358
| +0.1% | +$27.5K | 4.43% | 4 |
|
|
2019
Q3 | $18.9M | Buy |
266,618
+3,847
| +1% | +$273K | 4.52% | 4 |
|
|
2019
Q2 | $18.4M | Buy |
262,771
+253,920
| +2,869% | +$17.8M | 4.3% | 3 |
|
|
2019
Q1 | $598K | Buy |
+8,851
| New | +$598K | 0.13% | 134 |
|