JGCM
Joseph Group Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Buy |
342,239
+19,571
| +6% | +$519K | 3.05% | 8 |
|
|
2025
Q1 | $9.02M | Buy |
322,668
+10,484
| +3% | +$293K | 3.45% | 7 |
|
|
2024
Q4 | $8.53M | Buy |
312,184
+207,080
| +197% | +$5.66M | 3.36% | 7 |
|
|
2024
Q3 | $8.88M | Buy |
105,104
+6,047
| +6% | +$511K | 3.4% | 8 |
|
|
2024
Q2 | $7.7M | Buy |
99,057
+98,778
| +35,404% | +$7.68M | 4% | 7 |
|
|
2024
Q1 | $22.5K | Buy |
+279
| New | +$22.5K | 0.01% | 76 |
|