KJWM
Kiley Juergens 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 | $14.8M | Buy |
560,252
+21,192
| +4% | +$562K | 3.43% | 9 |
|
|
2025
Q1 | $15.1M | Buy |
539,060
+27,798
| +5% | +$777K | 4.01% | 8 |
|
|
2024
Q4 | $14M | Buy |
511,262
+346,000
| +209% | +$9.45M | 3.5% | 8 |
|
|
2024
Q3 | $14M | Buy |
165,262
+11,210
| +7% | +$948K | 3.63% | 8 |
|
|
2024
Q2 | $12M | Buy |
154,052
+13,143
| +9% | +$1.02M | 3.33% | 10 |
|
|
2024
Q1 | $11.4M | Buy |
140,909
+10,932
| +8% | +$881K | 3.51% | 9 |
|
|
2023
Q4 | $9.9M | Buy |
129,977
+7,019
| +6% | +$534K | 3.31% | 9 |
|
|
2023
Q3 | $8.7M | Buy |
122,958
+3,024
| +3% | +$214K | 3.14% | 10 |
|
|
2023
Q2 | $8.71M | Buy |
119,934
+4,739
| +4% | +$344K | 3% | 9 |
|
|
2023
Q1 | $8.43M | Buy |
115,195
+4,763
| +4% | +$348K | 3.15% | 9 |
|
|
2022
Q4 | $8.34M | Buy |
110,432
+2,468
| +2% | +$186K | 3.5% | 7 |
|
|
2022
Q3 | $7.17M | Buy |
107,964
+7,793
| +8% | +$518K | 3.37% | 8 |
|
|
2022
Q2 | $7.18M | Buy |
100,171
+55,276
| +123% | +$3.96M | 3.4% | 9 |
|
|
2022
Q1 | $3.54M | Sell |
44,895
-39,624
| -47% | -$3.13M | 1.71% | 17 |
|
|
2021
Q4 | $6.83M | Buy |
84,519
+5,216
| +7% | +$422K | 2.59% | 9 |
|
|
2021
Q3 | $5.89M | Buy |
79,303
+7,911
| +11% | +$587K | 2.58% | 9 |
|
|
2021
Q2 | $5.4M | Buy |
71,392
+9,697
| +16% | +$733K | 2.47% | 9 |
|
|
2021
Q1 | $4.5M | Buy |
61,695
+10,045
| +19% | +$732K | 2.35% | 10 |
|
|
2020
Q4 | $3.31M | Buy |
51,650
+4,130
| +9% | +$265K | 1.96% | 11 |
|
|
2020
Q3 | $2.63M | Buy |
47,520
+5,340
| +13% | +$295K | 1.92% | 10 |
|
|
2020
Q2 | $2.18M | Buy |
42,180
+17,092
| +68% | +$884K | 1.82% | 11 |
|
|
2020
Q1 | $1.13M | Buy |
25,088
+14,507
| +137% | +$652K | 1.16% | 21 |
|
|
2019
Q4 | $612K | Buy |
10,581
+117
| +1% | +$6.77K | 0.54% | 34 |
|
|
2019
Q3 | $573K | Buy |
10,464
+68
| +0.7% | +$3.72K | 0.63% | 31 |
|
|
2019
Q2 | $551K | Buy |
+10,396
| New | +$551K | 0.62% | 32 |
|
|
2018
Q4 | – | Sell |
-5,398
| Closed | -$286K | – | 525 |
|
|
2018
Q3 | $286K | Buy |
5,398
+1,595
| +42% | +$84.5K | 0.21% | 76 |
|
|
2018
Q2 | $187K | Buy |
+3,803
| New | +$187K | 0.17% | 85 |
|
|
2018
Q1 | – | Sell |
-3,410
| Closed | -$174K | – | 502 |
|
|
2017
Q4 | $174K | Buy |
+3,410
| New | +$174K | 0.16% | 85 |
|