KJWM
Kiley Juergens Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
76,028
+10,847
| +17% | +$240K | 0.39% | 43 |
|
|
2025
Q1 | $1.29M | Buy |
65,181
+10,435
| +19% | +$206K | 0.34% | 43 |
|
|
2024
Q4 | $1.01M | Buy |
54,746
+28,111
| +106% | +$520K | 0.25% | 54 |
|
|
2024
Q3 | $1.1M | Buy |
26,635
+1,307
| +5% | +$53.7K | 0.28% | 49 |
|
|
2024
Q2 | $973K | Buy |
25,328
+2,309
| +10% | +$88.7K | 0.27% | 49 |
|
|
2024
Q1 | $898K | Sell |
23,019
-2,159
| -9% | -$84.2K | 0.28% | 45 |
|
|
2023
Q4 | $931K | Sell |
25,178
-524
| -2% | -$19.4K | 0.31% | 43 |
|
|
2023
Q3 | $873K | Buy |
25,702
+1,517
| +6% | +$51.5K | 0.32% | 47 |
|
|
2023
Q2 | $862K | Buy |
24,185
+198
| +0.8% | +$7.06K | 0.3% | 50 |
|
|
2023
Q1 | $835K | Buy |
23,987
+15
| +0.1% | +$522 | 0.31% | 51 |
|
|
2022
Q4 | $772K | Sell |
23,972
-2,997
| -11% | -$96.5K | 0.32% | 53 |
|
|
2022
Q3 | $758K | Sell |
26,969
-2,166
| -7% | -$60.9K | 0.36% | 51 |
|
|
2022
Q2 | $916K | Buy |
29,135
+10,225
| +54% | +$321K | 0.43% | 45 |
|
|
2022
Q1 | $694K | Sell |
18,910
-9,114
| -33% | -$334K | 0.34% | 45 |
|
|
2021
Q4 | $1.09M | Buy |
28,024
+1,450
| +5% | +$56.3K | 0.41% | 45 |
|
|
2021
Q3 | $1.03M | Sell |
26,574
-1,820
| -6% | -$70.4K | 0.45% | 41 |
|
|
2021
Q2 | $1.12M | Buy |
28,394
+3,688
| +15% | +$145K | 0.51% | 37 |
|
|
2021
Q1 | $929K | Buy |
24,706
+3,237
| +15% | +$122K | 0.49% | 38 |
|
|
2020
Q4 | $773K | Buy |
21,469
+2,750
| +15% | +$99K | 0.46% | 38 |
|
|
2020
Q3 | $587K | Buy |
18,719
+1,730
| +10% | +$54.3K | 0.43% | 34 |
|
|
2020
Q2 | $505K | Buy |
+16,989
| New | +$505K | 0.42% | 36 |
|
|
2018
Q4 | – | Sell |
-4,606
| Closed | -$154K | – | 527 |
|
|
2018
Q3 | $154K | Buy |
4,606
+126
| +3% | +$4.21K | 0.12% | 119 |
|
|
2018
Q2 | $148K | Buy |
+4,480
| New | +$148K | 0.13% | 104 |
|
|
2018
Q1 | – | Sell |
-4,468
| Closed | -$152K | – | 504 |
|
|
2017
Q4 | $152K | Buy |
+4,468
| New | +$152K | 0.14% | 95 |
|