JWM
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Jupiter Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jupiter Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed -$423K – 96
2024
Q3 		$423K Buy
5,000
+3,000
+150% +$254K 0.22% 69
2024
Q2 		$165K Buy
+2,000
New +$165K 0.09% 82