JWM
Janiczek Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $890K | Buy |
18,492
+1,039
| +6% | +$50K | 0.19% | 50 |
|
|
2024
Q1 | $841K | Buy |
17,453
+1,661
| +11% | +$80.1K | 0.18% | 51 |
|
|
2023
Q4 | $765K | Sell |
15,792
-3,050
| -16% | -$148K | 0.18% | 47 |
|
|
2023
Q3 | $902K | Buy |
18,842
+704
| +4% | +$33.7K | 0.24% | 39 |
|
|
2023
Q2 | $872K | Buy |
18,138
+310
| +2% | +$14.9K | 0.24% | 39 |
|
|
2023
Q1 | $868K | Sell |
17,828
-1,849
| -9% | -$90K | 0.25% | 34 |
|
|
2022
Q4 | $956K | Sell |
19,677
-442
| -2% | -$21.5K | 0.27% | 35 |
|
|
2022
Q3 | $968K | Sell |
20,119
-3
| -0% | -$144 | 0.32% | 34 |
|
|
2022
Q2 | $993K | Sell |
20,122
-381
| -2% | -$18.8K | 0.3% | 35 |
|
|
2022
Q1 | $1.02M | Sell |
20,503
-99
| -0.5% | -$4.91K | 0.28% | 32 |
|
|
2021
Q4 | $1.05M | Buy |
20,602
+1,050
| +5% | +$53.4K | 0.31% | 30 |
|
|
2021
Q3 | $1M | Buy |
19,552
+927
| +5% | +$47.5K | 0.35% | 30 |
|
|
2021
Q2 | $954K | Buy |
18,625
+1,263
| +7% | +$64.7K | 0.35% | 30 |
|
|
2021
Q1 | $891K | Buy |
17,362
+55
| +0.3% | +$2.82K | 0.36% | 30 |
|
|
2020
Q4 | $889K | Buy |
17,307
+479
| +3% | +$24.6K | 0.43% | 23 |
|
|
2020
Q3 | $867K | Buy |
16,828
+162
| +1% | +$8.35K | 0.47% | 20 |
|
|
2020
Q2 | $860K | Sell |
16,666
-102
| -0.6% | -$5.26K | 0.48% | 19 |
|
|
2020
Q1 | $867K | Sell |
16,768
-619
| -4% | -$32K | 0.49% | 20 |
|
|
2019
Q4 | $878K | Buy |
17,387
+71
| +0.4% | +$3.59K | 0.39% | 22 |
|
|
2019
Q3 | $876K | Buy |
17,316
+909
| +6% | +$46K | 0.4% | 21 |
|
|
2019
Q2 | $830K | Sell |
16,407
-738
| -4% | -$37.3K | 0.39% | 20 |
|
|
2019
Q1 | $861K | Buy |
17,145
+894
| +6% | +$44.9K | 0.41% | 21 |
|
|
2018
Q4 | $811K | Buy |
16,251
+2,004
| +14% | +$100K | 0.41% | 21 |
|
|
2018
Q3 | $706K | Buy |
14,247
+484
| +4% | +$24K | 0.37% | 18 |
|
|
2018
Q2 | $685K | Sell |
13,763
-275
| -2% | -$13.7K | 0.36% | 19 |
|
|
2018
Q1 | $700K | Buy |
14,038
+7,238
| +106% | +$361K | 0.4% | 15 |
|
|
2017
Q4 | $340K | Sell |
6,800
-3
| -0% | -$150 | 0.19% | 28 |
|
|
2017
Q3 | $343K | Buy |
6,803
+360
| +6% | +$18.2K | 0.19% | 28 |
|
|
2017
Q2 | $325K | Buy |
+6,443
| New | +$325K | 0.19% | 28 |
|