KJWM
Kiley Juergens Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
45,526
+2,513
| +6% | +$69.5K | 0.29% | 51 |
|
|
2025
Q1 | $1.14M | Buy |
43,013
+2,611
| +6% | +$69.4K | 0.3% | 47 |
|
|
2024
Q4 | $1.05M | Buy |
40,402
+24,253
| +150% | +$632K | 0.26% | 49 |
|
|
2024
Q3 | $1.3M | Buy |
16,149
+385
| +2% | +$30.9K | 0.34% | 43 |
|
|
2024
Q2 | $1.17M | Buy |
15,764
+391
| +3% | +$29K | 0.32% | 42 |
|
|
2024
Q1 | $1.17M | Buy |
15,373
+971
| +7% | +$73.8K | 0.36% | 40 |
|
|
2023
Q4 | $1.01M | Buy |
14,402
+606
| +4% | +$42.5K | 0.34% | 40 |
|
|
2023
Q3 | $889K | Sell |
13,796
-69
| -0.5% | -$4.45K | 0.32% | 46 |
|
|
2023
Q2 | $930K | Sell |
13,865
-90
| -0.6% | -$6.04K | 0.32% | 47 |
|
|
2023
Q1 | $915K | Buy |
13,955
+43
| +0.3% | +$2.82K | 0.34% | 49 |
|
|
2022
Q4 | $918K | Buy |
13,912
+149
| +1% | +$9.84K | 0.38% | 48 |
|
|
2022
Q3 | $805K | Buy |
13,763
+521
| +4% | +$30.5K | 0.38% | 48 |
|
|
2022
Q2 | $826K | Buy |
13,242
+212
| +2% | +$13.2K | 0.39% | 48 |
|
|
2022
Q1 | $930K | Buy |
13,030
+1,772
| +16% | +$126K | 0.45% | 34 |
|
|
2021
Q4 | $824K | Buy |
11,258
+1,174
| +12% | +$85.9K | 0.31% | 54 |
|
|
2021
Q3 | $680K | Buy |
10,084
+23
| +0.2% | +$1.55K | 0.3% | 53 |
|
|
2021
Q2 | $687K | Sell |
10,061
-189
| -2% | -$12.9K | 0.31% | 51 |
|
|
2021
Q1 | $669K | Buy |
+10,250
| New | +$669K | 0.35% | 47 |
|
|
2018
Q4 | – | Sell |
-2,601
| Closed | -$145K | – | 532 |
|
|
2018
Q3 | $145K | Buy |
2,601
+17
| +0.7% | +$948 | 0.11% | 124 |
|
|
2018
Q2 | $137K | Buy |
+2,584
| New | +$137K | 0.12% | 111 |
|
|
2018
Q1 | – | Sell |
-2,568
| Closed | -$140K | – | 508 |
|
|
2017
Q4 | $140K | Buy |
+2,568
| New | +$140K | 0.13% | 102 |
|