JWM
Janiczek Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19.7M | Sell |
251,447
-229,156
| -48% | -$18M | 4.13% | 6 |
|
|
2024
Q1 | $38.8M | Sell |
480,603
-3,378
| -0.7% | -$272K | 8.25% | 2 |
|
|
2023
Q4 | $36.8M | Sell |
483,981
-36,474
| -7% | -$2.78M | 8.9% | 2 |
|
|
2023
Q3 | $36.8M | Sell |
520,455
-7,282
| -1% | -$515K | 9.71% | 2 |
|
|
2023
Q2 | $38.3M | Sell |
527,737
-37,008
| -7% | -$2.69M | 10.54% | 2 |
|
|
2023
Q1 | $41.6M | Sell |
564,745
-74,502
| -12% | -$5.48M | 11.78% | 2 |
|
|
2022
Q4 | $49.8M | Buy |
639,247
+211,061
| +49% | +$16.4M | 14.01% | 2 |
|
|
2022
Q3 | $28.8M | Sell |
428,186
-969
| -0.2% | -$65.3K | 9.4% | 2 |
|
|
2022
Q2 | $31.9M | Sell |
429,155
-16,159
| -4% | -$1.2M | 9.49% | 2 |
|
|
2022
Q1 | $35.1M | Sell |
445,314
-1,170
| -0.3% | -$92.3K | 9.7% | 2 |
|
|
2021
Q4 | $36.1M | Buy |
446,484
+6,392
| +1% | +$517K | 10.79% | 2 |
|
|
2021
Q3 | $32.7M | Buy |
440,092
+6,900
| +2% | +$512K | 11.55% | 2 |
|
|
2021
Q2 | $32.8M | Buy |
433,192
+5,036
| +1% | +$381K | 11.9% | 2 |
|
|
2021
Q1 | $31.2M | Buy |
428,156
+179,600
| +72% | +$13.1M | 12.45% | 2 |
|
|
2020
Q4 | $15.9M | Buy |
248,556
+4,142
| +2% | +$266K | 7.72% | 4 |
|
|
2020
Q3 | $13.5M | Sell |
244,414
-23,591
| -9% | -$1.3M | 7.27% | 4 |
|
|
2020
Q2 | $13.9M | Sell |
268,005
-32,168
| -11% | -$1.66M | 7.79% | 4 |
|
|
2020
Q1 | $13.5M | Buy |
300,173
+69,853
| +30% | +$3.14M | 7.61% | 4 |
|
|
2019
Q4 | $13.3M | Buy |
230,320
+9,940
| +5% | +$576K | 6% | 7 |
|
|
2019
Q3 | $12.1M | Buy |
+220,380
| New | +$12.1M | 5.49% | 7 |
|