KJWM
Kiley Juergens Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
37,782
-368
| -1% | -$11.1K | 0.26% | 55 |
|
|
2025
Q1 | $1.05M | Sell |
38,150
-318
| -0.8% | -$8.77K | 0.28% | 50 |
|
|
2024
Q4 | $1.02M | Buy |
38,468
+1,670
| +5% | +$44.5K | 0.26% | 52 |
|
|
2024
Q3 | $1.07M | Buy |
36,798
+2,863
| +8% | +$83.5K | 0.28% | 50 |
|
|
2024
Q2 | $901K | Buy |
33,935
+1,436
| +4% | +$38.1K | 0.25% | 50 |
|
|
2024
Q1 | $821K | Buy |
32,499
+1,224
| +4% | +$30.9K | 0.25% | 46 |
|
|
2023
Q4 | $775K | Buy |
31,275
+1,376
| +5% | +$34.1K | 0.26% | 47 |
|
|
2023
Q3 | $716K | Buy |
29,899
+1,769
| +6% | +$42.4K | 0.26% | 54 |
|
|
2023
Q2 | $693K | Buy |
28,130
+618
| +2% | +$15.2K | 0.24% | 57 |
|
|
2023
Q1 | $675K | Buy |
27,512
+363
| +1% | +$8.9K | 0.25% | 60 |
|
|
2022
Q4 | $643K | Buy |
27,149
+156
| +0.6% | +$3.69K | 0.27% | 61 |
|
|
2022
Q3 | $604K | Buy |
26,993
+1,276
| +5% | +$28.6K | 0.28% | 60 |
|
|
2022
Q2 | $652K | Buy |
25,717
+10,250
| +66% | +$260K | 0.31% | 57 |
|
|
2022
Q1 | $430K | Sell |
15,467
-11,857
| -43% | -$330K | 0.21% | 49 |
|
|
2021
Q4 | $809K | Buy |
27,324
+3,881
| +17% | +$115K | 0.31% | 55 |
|
|
2021
Q3 | $714K | Buy |
23,443
+4,263
| +22% | +$130K | 0.31% | 52 |
|
|
2021
Q2 | $630K | Buy |
19,180
+4,939
| +35% | +$162K | 0.29% | 53 |
|
|
2021
Q1 | $452K | Buy |
14,241
+4,100
| +40% | +$130K | 0.24% | 56 |
|
|
2020
Q4 | $310K | Buy |
+10,141
| New | +$310K | 0.18% | 50 |
|
|
2018
Q4 | – | Sell |
-1,884
| Closed | -$48K | – | 526 |
|
|
2018
Q3 | $48K | Hold |
1,884
| – | – | 0.04% | 237 |
|
|
2018
Q2 | $48K | Buy |
+1,884
| New | +$48K | 0.04% | 209 |
|
|
2018
Q1 | – | Sell |
-1,884
| Closed | -$52K | – | 503 |
|
|
2017
Q4 | $52K | Buy |
+1,884
| New | +$52K | 0.05% | 199 |
|