JFGIW
Johnson Financial Group Inc (Wisconsin)’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 | $260K | Buy |
10,629
+39
| +0.4% | +$953 | 0.01% | 272 |
|
|
2025
Q1 | $234K | Hold |
10,590
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $253K | Buy |
10,590
+9,660
| +1,039% | +$231K | 0.01% | 273 |
|
|
2024
Q3 | $63.1K | Sell |
930
-113
| -11% | -$7.67K | ﹤0.01% | 499 |
|
|
2024
Q2 | $67.2K | Sell |
1,043
-370
| -26% | -$23.8K | ﹤0.01% | 427 |
|
|
2024
Q1 | $87.7K | Sell |
1,413
-553
| -28% | -$34.3K | ﹤0.01% | 367 |
|
|
2023
Q4 | $111K | Buy |
1,966
+819
| +71% | +$46.2K | 0.01% | 361 |
|
|
2023
Q3 | $58K | Buy |
1,147
+268
| +30% | +$13.6K | ﹤0.01% | 384 |
|
|
2023
Q2 | $46K | Sell |
879
-2,862
| -77% | -$150K | ﹤0.01% | 417 |
|
|
2023
Q1 | $181K | Buy |
3,741
+3,119
| +501% | +$151K | 0.01% | 277 |
|
|
2022
Q4 | $28.1K | Hold |
622
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $26K | Buy |
+622
| New | +$26K | ﹤0.01% | 414 |
|
|
2021
Q3 | – | Sell |
-48
| Closed | -$5K | – | 789 |
|
|
2021
Q2 | $5K | Sell |
48
-779
| -94% | -$81.1K | ﹤0.01% | 601 |
|
|
2021
Q1 | $79K | Sell |
827
-197
| -19% | -$18.8K | 0.01% | 358 |
|
|
2020
Q4 | $94K | Sell |
1,024
-50
| -5% | -$4.59K | 0.01% | 260 |
|
|
2020
Q3 | $87K | Sell |
1,074
-100
| -9% | -$8.1K | 0.01% | 236 |
|
|
2020
Q2 | $87K | Buy |
1,174
+776
| +195% | +$57.5K | 0.01% | 224 |
|
|
2020
Q1 | $24K | Hold |
398
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $31K | Sell |
398
-105
| -21% | -$8.18K | ﹤0.01% | 345 |
|
|
2019
Q3 | $36K | Hold |
503
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $35K | Hold |
503
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $34K | Buy |
503
+105
| +26% | +$7.1K | ﹤0.01% | 349 |
|
|
2018
Q4 | $24K | Buy |
+398
| New | +$24K | ﹤0.01% | 373 |
|
|
2018
Q3 | – | Sell |
-15
| Closed | -$1K | – | 559 |
|
|
2018
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 533 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | – | – | 847 |
|
|
2015
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 925 |
|