JWA
JFS Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
56,433
+108
| +0.2% | +$3.03K | 0.1% | 115 |
|
|
2025
Q1 | $1.48M | Buy |
56,325
+107
| +0.2% | +$2.8K | 0.1% | 117 |
|
|
2024
Q4 | $1.56M | Buy |
56,218
+37,391
| +199% | +$1.04M | 0.11% | 110 |
|
|
2024
Q3 | $1.56M | Buy |
18,827
+770
| +4% | +$64K | 0.1% | 113 |
|
|
2024
Q2 | $1.41M | Sell |
18,057
-416
| -2% | -$32.4K | 0.11% | 98 |
|
|
2024
Q1 | $1.5M | Buy |
18,473
+209
| +1% | +$17K | 0.12% | 92 |
|
|
2023
Q4 | $1.38M | Sell |
18,264
-6,197
| -25% | -$467K | 0.12% | 94 |
|
|
2023
Q3 | $1.66M | Sell |
24,461
-559
| -2% | -$37.8K | 0.16% | 88 |
|
|
2023
Q2 | $1.78M | Buy |
25,020
+30
| +0.1% | +$2.13K | 0.16% | 87 |
|
|
2023
Q1 | $1.7M | Sell |
24,990
-746
| -3% | -$50.6K | 0.16% | 88 |
|
|
2022
Q4 | $1.69M | Sell |
25,736
-1,540
| -6% | -$101K | 0.17% | 91 |
|
|
2022
Q3 | $1.65M | Buy |
27,276
+279
| +1% | +$16.9K | 0.18% | 88 |
|
|
2022
Q2 | $1.69M | Sell |
26,997
-655
| -2% | -$41.1K | 0.18% | 78 |
|
|
2022
Q1 | $2.1M | Sell |
27,652
-842
| -3% | -$63.9K | 0.2% | 84 |
|
|
2021
Q4 | $2.29M | Sell |
28,494
-159
| -0.6% | -$12.8K | 0.22% | 80 |
|
|
2021
Q3 | $2.2M | Sell |
28,653
-1,087
| -4% | -$83.3K | 0.23% | 78 |
|
|
2021
Q2 | $2.33M | Sell |
29,740
-490
| -2% | -$38.4K | 0.35% | 47 |
|
|
2021
Q1 | $2.25M | Buy |
30,230
+424
| +1% | +$31.6K | 0.46% | 48 |
|
|
2020
Q4 | $2.03M | Sell |
29,806
-4,001
| -12% | -$273K | 0.43% | 52 |
|
|
2020
Q3 | $1.88M | Sell |
33,807
-1,303
| -4% | -$72.3K | 0.45% | 49 |
|
|
2020
Q2 | $1.85M | Sell |
35,110
-5,451
| -13% | -$287K | 0.48% | 47 |
|
|
2020
Q1 | $1.71M | Sell |
40,561
-6,707
| -14% | -$283K | 0.51% | 47 |
|
|
2019
Q4 | $2.84M | Buy |
47,268
+92
| +0.2% | +$5.53K | 0.7% | 33 |
|
|
2019
Q3 | $2.67M | Sell |
47,176
-385
| -0.8% | -$21.8K | 0.68% | 38 |
|
|
2019
Q2 | $2.72M | Buy |
47,561
+1,410
| +3% | +$80.5K | 0.69% | 34 |
|
|
2019
Q1 | $2.56M | Buy |
46,151
+600
| +1% | +$33.2K | 0.67% | 37 |
|
|
2018
Q4 | $2.18M | Buy |
45,551
+36,881
| +425% | +$1.77M | 0.58% | 42 |
|
|
2018
Q3 | $501K | Sell |
8,670
-4,136
| -32% | -$239K | 0.13% | 89 |
|
|
2018
Q2 | $703K | Buy |
12,806
+196
| +2% | +$10.8K | 0.19% | 77 |
|
|
2018
Q1 | $667K | Buy |
12,610
+1,373
| +12% | +$72.6K | 0.18% | 78 |
|
|
2017
Q4 | $599K | Buy |
11,237
+1,969
| +21% | +$105K | 0.15% | 81 |
|
|
2017
Q3 | $464K | Buy |
9,268
+3,110
| +51% | +$156K | 0.12% | 85 |
|
|
2017
Q2 | $297K | Buy |
6,158
+29
| +0.5% | +$1.4K | 0.08% | 97 |
|
|
2017
Q1 | $277K | Hold |
6,129
| – | – | 0.08% | 105 |
|
|
2016
Q4 | $277K | Buy |
6,129
+854
| +16% | +$38.6K | 0.08% | 105 |
|
|
2016
Q3 | $230K | Buy |
5,275
+240
| +5% | +$10.5K | 0.07% | 116 |
|
|
2016
Q2 | $212K | Buy |
5,035
+88
| +2% | +$3.71K | 0.06% | 151 |
|
|
2016
Q1 | $201K | Hold |
4,947
| – | – | 0.06% | 131 |
|
|
2015
Q4 | $198K | Buy |
4,947
+147
| +3% | +$5.88K | 0.06% | 135 |
|
|
2015
Q3 | $187K | Buy |
+4,800
| New | +$187K | 0.08% | 109 |
|