JWM
JPL Wealth 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 | $4.71M | Buy |
177,671
+3,684
| +2% | +$97.6K | 1.27% | 25 |
|
|
2025
Q1 | $4.86M | Buy |
173,987
+9,078
| +6% | +$254K | 1.39% | 20 |
|
|
2024
Q4 | $4.51M | Buy |
+164,909
| New | +$4.51M | 1.29% | 22 |
|
|
2024
Q2 | $1.65M | Buy |
21,274
+4,816
| +29% | +$374K | 0.81% | 61 |
|
|
2024
Q1 | $1.33M | Buy |
16,458
+230
| +1% | +$18.5K | 0.73% | 63 |
|
|
2023
Q4 | $1.24M | Buy |
+16,228
| New | +$1.24M | 0.89% | 56 |
|