JWM
JPL Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
13,280
-2,604
| -16% | -$65.9K | 0.09% | 99 |
|
|
2025
Q1 | $372K | Sell |
15,884
-4,848
| -23% | -$114K | 0.11% | 95 |
|
|
2024
Q4 | $536K | Buy |
+20,732
| New | +$536K | 0.15% | 91 |
|
|
2024
Q2 | $3.5M | Buy |
73,736
+9,225
| +14% | +$438K | 1.71% | 14 |
|
|
2024
Q1 | $3.18M | Buy |
64,511
+11,697
| +22% | +$576K | 1.75% | 15 |
|
|
2023
Q4 | $2.49M | Buy |
+52,814
| New | +$2.49M | 1.8% | 13 |
|