JWBC
John W. Brooker & Co’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 | $1.95M | Sell |
67,445
-180,740
| -73% | -$5.22M | 4.56% | 8 |
|
|
2025
Q1 | $6.5M | Sell |
248,185
-671
| -0.3% | -$17.6K | 2.69% | 13 |
|
|
2024
Q4 | $6.9M | Buy |
248,856
+164,967
| +197% | +$4.57M | 2.97% | 13 |
|
|
2024
Q3 | $6.97M | Buy |
83,889
+1,442
| +2% | +$120K | 3.2% | 11 |
|
|
2024
Q2 | $6.42M | Sell |
82,447
-3,860
| -4% | -$300K | 3.21% | 10 |
|
|
2024
Q1 | $7.03M | Buy |
86,307
+558
| +0.7% | +$45.4K | 3.78% | 6 |
|
|
2023
Q4 | $6.46M | Sell |
85,749
-121
| -0.1% | -$9.11K | 3.72% | 7 |
|
|
2023
Q3 | $5.81M | Sell |
85,870
-2,281
| -3% | -$154K | 3.67% | 9 |
|
|
2023
Q2 | $6.26M | Buy |
88,151
+18
| +0% | +$1.28K | 4.05% | 6 |
|
|
2023
Q1 | $5.96M | Sell |
88,133
-6
| -0% | -$406 | 3.95% | 7 |
|
|
2022
Q4 | $5.78M | Buy |
88,139
+2,260
| +3% | +$148K | 3.78% | 7 |
|
|
2022
Q3 | $5.2M | Buy |
85,879
+398
| +0.5% | +$24.1K | 3.34% | 9 |
|
|
2022
Q2 | $5.36M | Buy |
85,481
+761
| +0.9% | +$47.7K | 3.28% | 10 |
|
|
2022
Q1 | $6.43M | Buy |
84,720
+1,507
| +2% | +$114K | 3.48% | 10 |
|
|
2021
Q4 | $6.69M | Buy |
83,213
+2,247
| +3% | +$181K | 3.44% | 10 |
|
|
2021
Q3 | $6.21M | Buy |
80,966
+2,913
| +4% | +$223K | 3.49% | 10 |
|
|
2021
Q2 | $6.11M | Buy |
78,053
+2,763
| +4% | +$216K | 3.56% | 8 |
|
|
2021
Q1 | $5.6M | Buy |
75,290
+5,241
| +7% | +$390K | 3.48% | 9 |
|
|
2020
Q4 | $4.78M | Buy |
70,049
+9,385
| +15% | +$640K | 3.12% | 9 |
|
|
2020
Q3 | $3.37M | Sell |
60,664
-495
| -0.8% | -$27.5K | 2.34% | 11 |
|
|
2020
Q2 | $3.22M | Buy |
61,159
+1,216
| +2% | +$64K | 2.29% | 10 |
|
|
2020
Q1 | $2.53M | Buy |
59,943
+2,420
| +4% | +$102K | 1.82% | 12 |
|
|
2019
Q4 | $3.46M | Buy |
+57,523
| New | +$3.46M | 2.21% | 11 |
|