KJWM
Kiley Juergens Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
49,804
+11,369
| +30% | +$332K | 0.34% | 46 |
|
|
2025
Q1 | $962K | Buy |
38,435
+1,710
| +5% | +$42.8K | 0.26% | 53 |
|
|
2024
Q4 | $1.02M | Buy |
36,725
+25,189
| +218% | +$702K | 0.26% | 53 |
|
|
2024
Q3 | $1.2M | Buy |
11,536
+1,153
| +11% | +$120K | 0.31% | 45 |
|
|
2024
Q2 | $1.05M | Buy |
10,383
+275
| +3% | +$27.7K | 0.29% | 46 |
|
|
2024
Q1 | $937K | Sell |
10,108
-90
| -0.9% | -$8.35K | 0.29% | 43 |
|
|
2023
Q4 | $846K | Sell |
10,198
-246
| -2% | -$20.4K | 0.28% | 44 |
|
|
2023
Q3 | $759K | Buy |
10,444
+107
| +1% | +$7.78K | 0.27% | 52 |
|
|
2023
Q2 | $775K | Sell |
10,337
-1,193
| -10% | -$89.4K | 0.27% | 53 |
|
|
2023
Q1 | $751K | Buy |
11,530
+914
| +9% | +$59.6K | 0.28% | 54 |
|
|
2022
Q4 | $590K | Buy |
+10,616
| New | +$590K | 0.25% | 62 |
|
|
2018
Q4 | – | Sell |
-334
| Closed | -$27K | – | 528 |
|
|
2018
Q3 | $27K | Hold |
334
| – | – | 0.02% | 319 |
|
|
2018
Q2 | $25K | Buy |
+334
| New | +$25K | 0.02% | 293 |
|
|
2018
Q1 | – | Sell |
-32
| Closed | -$2K | – | 505 |
|
|
2017
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 637 |
|