KJWM
Kiley Juergens 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 | $1.34M | Buy |
53,160
+4,880
| +10% | +$123K | 0.31% | 47 |
|
|
2025
Q1 | $1.13M | Buy |
48,280
+3,243
| +7% | +$76K | 0.3% | 48 |
|
|
2024
Q4 | $1.16M | Buy |
45,037
+22,280
| +98% | +$576K | 0.29% | 45 |
|
|
2024
Q3 | $1.17M | Buy |
22,757
+196
| +0.9% | +$10.1K | 0.3% | 46 |
|
|
2024
Q2 | $1.07M | Buy |
22,561
+2,144
| +11% | +$102K | 0.3% | 45 |
|
|
2024
Q1 | $1.01M | Sell |
20,417
-252
| -1% | -$12.4K | 0.31% | 42 |
|
|
2023
Q4 | $976K | Sell |
20,669
-341
| -2% | -$16.1K | 0.33% | 42 |
|
|
2023
Q3 | $870K | Sell |
21,010
-150
| -0.7% | -$6.21K | 0.31% | 49 |
|
|
2023
Q2 | $927K | Buy |
21,160
+187
| +0.9% | +$8.19K | 0.32% | 48 |
|
|
2023
Q1 | $879K | Buy |
20,973
+386
| +2% | +$16.2K | 0.33% | 50 |
|
|
2022
Q4 | $834K | Buy |
20,587
+431
| +2% | +$17.5K | 0.35% | 52 |
|
|
2022
Q3 | $761K | Sell |
20,156
-3,319
| -14% | -$125K | 0.36% | 50 |
|
|
2022
Q2 | $915K | Sell |
23,475
-11,594
| -33% | -$452K | 0.43% | 46 |
|
|
2022
Q1 | $1.66M | Buy |
35,069
+24,837
| +243% | +$1.18M | 0.8% | 27 |
|
|
2021
Q4 | $1.05M | Buy |
+10,232
| New | +$1.05M | 0.4% | 47 |
|
|
2021
Q3 | – | Sell |
-11,872
| Closed | -$1.24M | – | 68 |
|
|
2021
Q2 | $1.24M | Sell |
11,872
-122
| -1% | -$12.7K | 0.57% | 34 |
|
|
2021
Q1 | $1.2M | Buy |
11,994
+80
| +0.7% | +$7.97K | 0.62% | 33 |
|
|
2020
Q4 | $1.06M | Buy |
+11,914
| New | +$1.06M | 0.63% | 30 |
|
|
2018
Q4 | – | Sell |
-1,303
| Closed | -$99K | – | 522 |
|
|
2018
Q3 | $99K | Buy |
1,303
+30
| +2% | +$2.28K | 0.07% | 154 |
|
|
2018
Q2 | $93K | Buy |
+1,273
| New | +$93K | 0.08% | 144 |
|
|
2018
Q1 | – | Sell |
-1,196
| Closed | -$83K | – | 499 |
|
|
2017
Q4 | $83K | Buy |
+1,196
| New | +$83K | 0.07% | 146 |
|