KJWM
Kiley Juergens Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
178,847
+4,460
| +3% | +$106K | 0.98% | 22 |
|
|
2025
Q1 | $3.75M | Buy |
174,387
+6,772
| +4% | +$146K | 1% | 23 |
|
|
2024
Q4 | $3.8M | Buy |
167,615
+107,888
| +181% | +$2.45M | 0.95% | 22 |
|
|
2024
Q3 | $3.97M | Buy |
59,727
+252
| +0.4% | +$16.8K | 1.03% | 21 |
|
|
2024
Q2 | $3.74M | Buy |
59,475
+163
| +0.3% | +$10.2K | 1.04% | 19 |
|
|
2024
Q1 | $3.62M | Sell |
59,312
-359
| -0.6% | -$21.9K | 1.12% | 20 |
|
|
2023
Q4 | $3.32M | Sell |
59,671
-243
| -0.4% | -$13.5K | 1.11% | 23 |
|
|
2023
Q3 | $2.99M | Buy |
59,914
+1,862
| +3% | +$92.8K | 1.08% | 23 |
|
|
2023
Q2 | $3M | Buy |
58,052
+21
| +0% | +$1.09K | 1.04% | 26 |
|
|
2023
Q1 | $2.78M | Buy |
58,031
+1,063
| +2% | +$50.9K | 1.04% | 26 |
|
|
2022
Q4 | $2.55M | Buy |
56,968
+283
| +0.5% | +$12.7K | 1.07% | 24 |
|
|
2022
Q3 | $2.38M | Sell |
56,685
-5,825
| -9% | -$245K | 1.12% | 21 |
|
|
2022
Q2 | $2.76M | Sell |
62,510
-15,204
| -20% | -$672K | 1.31% | 17 |
|
|
2022
Q1 | $4.15M | Buy |
77,714
+46,752
| +151% | +$2.5M | 2% | 13 |
|
|
2021
Q4 | $3.5M | Buy |
30,962
+548
| +2% | +$61.9K | 1.33% | 16 |
|
|
2021
Q3 | $3.16M | Sell |
30,414
-15,351
| -34% | -$1.59M | 1.38% | 17 |
|
|
2021
Q2 | $4.77M | Buy |
45,765
+5,920
| +15% | +$617K | 2.19% | 11 |
|
|
2021
Q1 | $3.85M | Sell |
39,845
-8,789
| -18% | -$850K | 2.01% | 12 |
|
|
2020
Q4 | $4.43M | Buy |
+48,634
| New | +$4.43M | 2.62% | 9 |
|
|
2018
Q4 | – | Sell |
-936
| Closed | -$65K | – | 523 |
|
|
2018
Q3 | $65K | Buy |
936
+4
| +0.4% | +$278 | 0.05% | 203 |
|
|
2018
Q2 | $61K | Buy |
+932
| New | +$61K | 0.05% | 182 |
|
|
2018
Q1 | – | Sell |
-922
| Closed | -$59K | – | 500 |
|
|
2017
Q4 | $59K | Buy |
+922
| New | +$59K | 0.05% | 183 |
|