J.P. Morgan Private Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $28.4M | Buy |
1,675,166
+13,692
| +0.8% | +$232K | 0.08% | 230 |
|
2023
Q2 | $29.6M | Sell |
1,661,474
-305,158
| -16% | -$5.44M | 0.15% | 131 |
|
2023
Q1 | $34.2M | Buy |
1,966,632
+87,958
| +5% | +$1.53M | 0.07% | 238 |
|
2022
Q4 | $30.3M | Buy |
1,878,674
+1,259,534
| +203% | +$20.3M | 0.07% | 248 |
|
2022
Q3 | $8.71M | Sell |
619,140
-92,342
| -13% | -$1.3M | 0.02% | 422 |
|
2022
Q2 | $11.2M | Buy |
711,482
+62,814
| +10% | +$988K | 0.03% | 379 |
|
2022
Q1 | $11.9M | Buy |
648,668
+63,004
| +11% | +$1.16M | 0.03% | 404 |
|
2021
Q4 | $11.4M | Buy |
585,664
+26,396
| +5% | +$513K | 0.02% | 411 |
|
2021
Q3 | $10.8M | Buy |
559,268
+103,526
| +23% | +$2M | 0.03% | 409 |
|
2021
Q2 | $8.99M | Buy |
455,742
+151,964
| +50% | +$3M | 0.02% | 443 |
|
2021
Q1 | $5.71M | Sell |
303,778
-69,990
| -19% | -$1.32M | 0.02% | 479 |
|
2020
Q4 | $6.73M | Buy |
373,768
+46,944
| +14% | +$845K | 0.02% | 417 |
|
2020
Q3 | $5.13M | Buy |
326,824
+10,150
| +3% | +$159K | 0.02% | 421 |
|
2020
Q2 | $4.71M | Buy |
316,674
+17,946
| +6% | +$267K | 0.02% | 380 |
|
2020
Q1 | $3.86M | Buy |
298,728
+199,086
| +200% | +$2.57M | 0.02% | 402 |
|
2019
Q4 | $1.68M | Buy |
99,642
+14,958
| +18% | +$251K | 0.01% | 651 |
|
2019
Q3 | $1.35M | Buy |
84,684
+33,604
| +66% | +$535K | 0.01% | 673 |
|
2019
Q2 | $820K | Buy |
51,080
+12,384
| +32% | +$199K | ﹤0.01% | 810 |
|
2019
Q1 | $606K | Buy |
38,696
+4,250
| +12% | +$66.6K | ﹤0.01% | 957 |
|
2018
Q4 | $488K | Sell |
34,446
-2,308
| -6% | -$32.7K | ﹤0.01% | 981 |
|
2018
Q3 | $616K | Buy |
36,754
+14,882
| +68% | +$249K | ﹤0.01% | 1000 |
|
2018
Q2 | $361K | Sell |
21,872
-6,906
| -24% | -$114K | ﹤0.01% | 1138 |
|
2018
Q1 | $485K | Buy |
28,778
+3,662
| +15% | +$61.7K | ﹤0.01% | 881 |
|
2017
Q4 | $428K | Buy |
25,116
+12,832
| +104% | +$219K | ﹤0.01% | 923 |
|
2017
Q3 | $206K | Buy |
+12,284
| New | +$206K | ﹤0.01% | 1146 |
|
2015
Q2 | – | Sell |
-13,572
| Closed | -$205K | – | 1125 |
|
2015
Q1 | $205K | Buy |
+13,572
| New | +$205K | ﹤0.01% | 1028 |
|