KJWM
Kiley Juergens Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
33,074
+52
| +0.2% | +$1.27K | 0.19% | 61 |
|
|
2025
Q1 | $729K | Sell |
33,022
-2,446
| -7% | -$54K | 0.19% | 61 |
|
|
2024
Q4 | $822K | Buy |
35,468
+23,664
| +200% | +$549K | 0.21% | 57 |
|
|
2024
Q3 | $801K | Buy |
11,804
+38
| +0.3% | +$2.58K | 0.21% | 55 |
|
|
2024
Q2 | $756K | Sell |
11,766
-736
| -6% | -$47.3K | 0.21% | 55 |
|
|
2024
Q1 | $776K | Buy |
12,502
+56
| +0.4% | +$3.48K | 0.24% | 50 |
|
|
2023
Q4 | $702K | Buy |
12,446
+547
| +5% | +$30.9K | 0.23% | 52 |
|
|
2023
Q3 | $602K | Sell |
11,899
-580
| -5% | -$29.3K | 0.22% | 60 |
|
|
2023
Q2 | $654K | Buy |
12,479
+25
| +0.2% | +$1.31K | 0.23% | 60 |
|
|
2023
Q1 | $602K | Buy |
12,454
+25
| +0.2% | +$1.21K | 0.23% | 63 |
|
|
2022
Q4 | $561K | Buy |
12,429
+29
| +0.2% | +$1.31K | 0.24% | 63 |
|
|
2022
Q3 | $525K | Buy |
12,400
+28
| +0.2% | +$1.19K | 0.25% | 61 |
|
|
2022
Q2 | $552K | Buy |
+12,372
| New | +$552K | 0.26% | 60 |
|
|
2018
Q4 | – | Sell |
-3,154
| Closed | -$219K | – | 533 |
|
|
2018
Q3 | $219K | Buy |
3,154
+336
| +12% | +$23.3K | 0.16% | 90 |
|
|
2018
Q2 | $183K | Buy |
+2,818
| New | +$183K | 0.16% | 86 |
|
|
2018
Q1 | – | Sell |
-1,101
| Closed | -$70K | – | 509 |
|
|
2017
Q4 | $70K | Buy |
+1,101
| New | +$70K | 0.06% | 162 |
|