JWA
JFS Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
9,969
+34
| +0.3% | +$941 | 0.02% | 271 |
|
|
2025
Q1 | $264K | Sell |
9,935
-174
| -2% | -$4.63K | 0.02% | 276 |
|
|
2024
Q4 | $264K | Buy |
10,109
+7,148
| +241% | +$186K | 0.02% | 266 |
|
|
2024
Q3 | $238K | Buy |
2,961
+1
| +0% | +$80 | 0.02% | 271 |
|
|
2024
Q2 | $219K | Buy |
2,960
+103
| +4% | +$7.63K | 0.02% | 235 |
|
|
2024
Q1 | $217K | Buy |
2,857
+13
| +0.5% | +$988 | 0.02% | 235 |
|
|
2023
Q4 | $199K | Hold |
2,844
| – | – | 0.02% | 238 |
|
|
2023
Q3 | $183K | Hold |
2,844
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $191K | Hold |
2,844
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $187K | Sell |
2,844
-51
| -2% | -$3.35K | 0.02% | 225 |
|
|
2022
Q4 | $191K | Hold |
2,895
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $169K | Buy |
2,895
+67
| +2% | +$3.91K | 0.02% | 231 |
|
|
2022
Q2 | $177K | Sell |
2,828
-15
| -0.5% | -$939 | 0.02% | 225 |
|
|
2022
Q1 | $203K | Sell |
2,843
-11
| -0.4% | -$785 | 0.02% | 225 |
|
|
2021
Q4 | $209K | Sell |
2,854
-190
| -6% | -$13.9K | 0.02% | 222 |
|
|
2021
Q3 | $205K | Buy |
3,044
+124
| +4% | +$8.35K | 0.02% | 216 |
|
|
2021
Q2 | $200K | Sell |
2,920
-825
| -22% | -$56.5K | 0.03% | 165 |
|
|
2021
Q1 | $244K | Sell |
3,745
-394
| -10% | -$25.7K | 0.05% | 134 |
|
|
2020
Q4 | $246K | Buy |
4,139
+296
| +8% | +$17.6K | 0.05% | 132 |
|
|
2020
Q3 | $201K | Sell |
3,843
-1,139
| -23% | -$59.6K | 0.05% | 136 |
|
|
2020
Q2 | $250K | Buy |
4,982
+357
| +8% | +$17.9K | 0.06% | 123 |
|
|
2020
Q1 | $205K | Hold |
4,625
| – | – | 0.06% | 123 |
|
|
2019
Q4 | $278K | Buy |
4,625
+849
| +22% | +$51K | 0.07% | 119 |
|
|
2019
Q3 | $214K | Buy |
3,776
+150
| +4% | +$8.5K | 0.05% | 138 |
|
|
2019
Q2 | $204K | Buy |
3,626
+1,617
| +80% | +$91K | 0.05% | 136 |
|
|
2019
Q1 | $110K | Hold |
2,009
| – | – | 0.03% | 171 |
|
|
2018
Q4 | $99K | Buy |
2,009
+450
| +29% | +$22.2K | 0.03% | 174 |
|
|
2018
Q3 | $87K | Buy |
1,559
+1,024
| +191% | +$57.1K | 0.02% | 207 |
|
|
2018
Q2 | $28K | Hold |
535
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $28K | Hold |
535
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $29K | Buy |
535
+123
| +30% | +$6.67K | 0.01% | 293 |
|
|
2017
Q3 | $21K | Buy |
+412
| New | +$21K | 0.01% | 316 |
|