KJWM
Kiley Juergens Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
55,053
+557
| +1% | +$12.9K | 0.3% | 50 |
|
|
2025
Q1 | $1.26M | Buy |
54,496
+8,400
| +18% | +$195K | 0.34% | 45 |
|
|
2024
Q4 | $1.05M | Buy |
46,096
+34,083
| +284% | +$774K | 0.26% | 50 |
|
|
2024
Q3 | $571K | Sell |
12,013
-800
| -6% | -$38K | 0.15% | 63 |
|
|
2024
Q2 | $584K | Sell |
12,813
-150
| -1% | -$6.84K | 0.16% | 61 |
|
|
2024
Q1 | $596K | Buy |
+12,963
| New | +$596K | 0.18% | 59 |
|
|
2022
Q3 | – | Sell |
-10,114
| Closed | -$484K | – | 75 |
|
|
2022
Q2 | $484K | Sell |
10,114
-2,354
| -19% | -$113K | 0.23% | 62 |
|
|
2022
Q1 | $631K | Sell |
12,468
-4,073
| -25% | -$206K | 0.3% | 47 |
|
|
2021
Q4 | $892K | Sell |
16,541
-2,577
| -13% | -$139K | 0.34% | 51 |
|
|
2021
Q3 | $1.04M | Buy |
19,118
+2
| +0% | +$108 | 0.45% | 40 |
|
|
2021
Q2 | $1.04M | Sell |
19,116
-297
| -2% | -$16.2K | 0.48% | 38 |
|
|
2021
Q1 | $1.05M | Buy |
19,413
+7,059
| +57% | +$381K | 0.55% | 36 |
|
|
2020
Q4 | $692K | Buy |
+12,354
| New | +$692K | 0.41% | 39 |
|
|
2018
Q4 | – | Sell |
-387
| Closed | -$19K | – | 534 |
|
|
2018
Q3 | $19K | Hold |
387
| – | – | 0.01% | 373 |
|
|
2018
Q2 | $19K | Buy |
+387
| New | +$19K | 0.02% | 336 |
|
|
2018
Q1 | – | Sell |
-387
| Closed | -$20K | – | 510 |
|
|
2017
Q4 | $20K | Buy |
+387
| New | +$20K | 0.02% | 350 |
|