KJWM
Kiley Juergens Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
11,999
+12
| +0.1% | +$337 | 0.08% | 73 |
|
|
2025
Q1 | $314K | Buy |
11,987
+1,604
| +15% | +$42K | 0.08% | 71 |
|
|
2024
Q4 | $288K | Buy |
+10,383
| New | +$288K | 0.07% | 72 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 530 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 741 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 678 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 506 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 696 |
|