JWM
Janiczek Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.25M | Sell |
12,384
-4,214
| -25% | -$425K | 0.26% | 40 |
|
|
2024
Q1 | $1.54M | Buy |
16,598
+506
| +3% | +$46.9K | 0.33% | 36 |
|
|
2023
Q4 | $1.34M | Sell |
16,092
-998
| -6% | -$82.8K | 0.32% | 35 |
|
|
2023
Q3 | $1.24M | Buy |
17,090
+119
| +0.7% | +$8.65K | 0.33% | 31 |
|
|
2023
Q2 | $1.27M | Sell |
16,971
-103
| -0.6% | -$7.72K | 0.35% | 29 |
|
|
2023
Q1 | $1.12M | Sell |
17,074
-12,795
| -43% | -$836K | 0.32% | 31 |
|
|
2022
Q4 | $1.73M | Sell |
29,869
-242,618
| -89% | -$14M | 0.49% | 25 |
|
|
2022
Q3 | $15.2M | Sell |
272,487
-14,133
| -5% | -$787K | 4.95% | 5 |
|
|
2022
Q2 | $18.8M | Sell |
286,620
-16,133
| -5% | -$1.06M | 5.58% | 4 |
|
|
2022
Q1 | $22.7M | Buy |
302,753
+143,856
| +91% | +$10.8M | 6.25% | 4 |
|
|
2021
Q4 | $26M | Buy |
158,897
+143,368
| +923% | +$23.5M | 7.78% | 3 |
|
|
2021
Q3 | $2.3M | Buy |
15,529
+96
| +0.6% | +$14.2K | 0.81% | 19 |
|
|
2021
Q2 | $2.25M | Buy |
15,433
+2,005
| +15% | +$293K | 0.82% | 18 |
|
|
2021
Q1 | $1.74M | Buy |
13,428
+812
| +6% | +$105K | 0.7% | 18 |
|
|
2020
Q4 | $1.62M | Sell |
12,616
-342
| -3% | -$43.9K | 0.78% | 17 |
|
|
2020
Q3 | $1.49M | Buy |
12,958
+733
| +6% | +$84.4K | 0.8% | 15 |
|
|
2020
Q2 | $1.24M | Buy |
12,225
+562
| +5% | +$57.1K | 0.7% | 17 |
|
|
2020
Q1 | $929K | Sell |
11,663
-104
| -0.9% | -$8.28K | 0.52% | 19 |
|
|
2019
Q4 | $1.09M | Buy |
11,767
+152
| +1% | +$14.1K | 0.49% | 19 |
|
|
2019
Q3 | $976K | Buy |
11,615
+7,318
| +170% | +$615K | 0.44% | 20 |
|
|
2019
Q2 | $358K | Sell |
4,297
-255
| -6% | -$21.2K | 0.17% | 29 |
|
|
2019
Q1 | $362K | Buy |
4,552
+141
| +3% | +$11.2K | 0.17% | 30 |
|
|
2018
Q4 | $304K | Buy |
4,411
+906
| +26% | +$62.4K | 0.15% | 31 |
|
|
2018
Q3 | $287K | Buy |
3,505
+155
| +5% | +$12.7K | 0.15% | 33 |
|
|
2018
Q2 | $254K | Sell |
3,350
-12
| -0.4% | -$910 | 0.13% | 33 |
|
|
2018
Q1 | $241K | Buy |
3,362
+221
| +7% | +$15.8K | 0.14% | 33 |
|
|
2017
Q4 | $222K | Sell |
3,141
-3
| -0.1% | -$212 | 0.12% | 35 |
|
|
2017
Q3 | $208K | Buy |
+3,144
| New | +$208K | 0.12% | 34 |
|