JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $818K | Buy |
12,973
+75
| +0.6% | +$4.73K | 0.17% | 53 |
|
|
2024
Q1 | $787K | Buy |
12,898
+860
| +7% | +$52.5K | 0.17% | 55 |
|
|
2023
Q4 | $670K | Buy |
12,038
+1,628
| +16% | +$90.6K | 0.16% | 52 |
|
|
2023
Q3 | $519K | Buy |
10,410
+286
| +3% | +$14.3K | 0.14% | 64 |
|
|
2023
Q2 | $523K | Buy |
10,124
+784
| +8% | +$40.5K | 0.14% | 51 |
|
|
2023
Q1 | $449K | Buy |
9,340
+1,268
| +16% | +$61K | 0.13% | 59 |
|
|
2022
Q4 | $377K | Hold |
8,072
| – | – | 0.11% | 66 |
|
|
2022
Q3 | $342K | Buy |
8,072
+3,210
| +66% | +$136K | 0.11% | 59 |
|
|
2022
Q2 | $235K | Buy |
4,862
+562
| +13% | +$27.2K | 0.07% | 86 |
|
|
2022
Q1 | $230K | Buy |
4,300
+1,418
| +49% | +$75.8K | 0.06% | 94 |
|
|
2021
Q4 | $326K | Buy |
2,882
+536
| +23% | +$60.6K | 0.1% | 67 |
|
|
2021
Q3 | $244K | Buy |
2,346
+135
| +6% | +$14K | 0.09% | 80 |
|
|
2021
Q2 | $231K | Buy |
2,211
+5
| +0.2% | +$522 | 0.08% | 70 |
|
|
2021
Q1 | $213K | Sell |
2,206
-443
| -17% | -$42.8K | 0.09% | 63 |
|
|
2020
Q4 | $241K | Buy |
2,649
+474
| +22% | +$43.1K | 0.12% | 48 |
|
|
2020
Q3 | $173K | Sell |
2,175
-58
| -3% | -$4.61K | 0.09% | 48 |
|
|
2020
Q2 | $164K | Hold |
2,233
| – | – | 0.09% | 43 |
|
|
2020
Q1 | $135K | Buy |
2,233
+214
| +11% | +$12.9K | 0.08% | 42 |
|
|
2019
Q4 | $155K | Buy |
2,019
+254
| +14% | +$19.5K | 0.07% | 43 |
|
|
2019
Q3 | $125K | Sell |
1,765
-49
| -3% | -$3.47K | 0.06% | 49 |
|
|
2019
Q2 | $128K | Buy |
1,814
+569
| +46% | +$40.2K | 0.06% | 47 |
|
|
2019
Q1 | $85K | Buy |
1,245
+21
| +2% | +$1.43K | 0.04% | 63 |
|
|
2018
Q4 | $73K | Buy |
1,224
+41
| +3% | +$2.45K | 0.04% | 70 |
|
|
2018
Q3 | $83K | Buy |
1,183
+1
| +0.1% | +$70 | 0.04% | 56 |
|
|
2018
Q2 | $78K | Buy |
+1,182
| New | +$78K | 0.04% | 60 |
|