JWM
JFG Wealth Management’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 | $3.69M | Buy |
151,058
+111,203
| +279% | +$2.72M | 0.77% | 12 |
|
|
2025
Q1 | $880K | Sell |
39,855
-38,802
| -49% | -$857K | 0.2% | 34 |
|
|
2024
Q4 | $1.82M | Buy |
78,657
+74,098
| +1,625% | +$1.72M | 0.42% | 25 |
|
|
2024
Q3 | $309K | Buy |
+4,559
| New | +$309K | 0.08% | 59 |
|
|
2022
Q4 | – | Sell |
-1,017,278
| Closed | -$43.1M | – | 46 |
|
|
2022
Q3 | $43.1M | Buy |
1,017,278
+979,649
| +2,603% | +$41.5M | 14.45% | 3 |
|
|
2022
Q2 | $1.68M | Buy |
+37,629
| New | +$1.68M | 0.61% | 12 |
|
|
2019
Q1 | – | Sell |
-64,539
| Closed | -$3.85M | – | 24 |
|
|
2018
Q4 | $3.85M | Buy |
+64,539
| New | +$3.85M | 3.46% | 5 |
|