J.P. Morgan Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45M | Sell |
79,604
-16,520
| -17% | -$300K | ﹤0.01% | 855 |
|
|
2023
Q2 | $1.8M | Sell |
96,124
-10,488
| -10% | -$197K | 0.01% | 599 |
|
|
2023
Q1 | $1.74M | Buy |
106,612
+7,236
| +7% | +$118K | ﹤0.01% | 935 |
|
|
2022
Q4 | $1.38M | Sell |
99,376
-6,112
| -6% | -$84.9K | ﹤0.01% | 992 |
|
|
2022
Q3 | $1.47M | Buy |
105,488
+7,704
| +8% | +$108K | ﹤0.01% | 963 |
|
|
2022
Q2 | $1.42M | Buy |
97,784
+2,664
| +3% | +$38.6K | ﹤0.01% | 969 |
|
|
2022
Q1 | $1.78M | Buy |
95,120
+14,168
| +18% | +$265K | ﹤0.01% | 952 |
|
|
2021
Q4 | $1.66M | Sell |
80,952
-56
| -0.1% | -$1.15K | ﹤0.01% | 994 |
|
|
2021
Q3 | $1.5M | Buy |
81,008
+232
| +0.3% | +$4.29K | ﹤0.01% | 1021 |
|
|
2021
Q2 | $1.47M | Buy |
80,776
+19,576
| +32% | +$357K | ﹤0.01% | 1015 |
|
|
2021
Q1 | $993K | Sell |
61,200
-4,336
| -7% | -$70.4K | ﹤0.01% | 1040 |
|
|
2020
Q4 | $1.05M | Sell |
65,536
-16,240
| -20% | -$261K | ﹤0.01% | 990 |
|
|
2020
Q3 | $1.18M | Sell |
81,776
-14,624
| -15% | -$210K | ﹤0.01% | 824 |
|
|
2020
Q2 | $1.22M | Buy |
96,400
+45,432
| +89% | +$577K | 0.01% | 738 |
|
|
2020
Q1 | $507K | Buy |
50,968
+6,256
| +14% | +$62.2K | ﹤0.01% | 923 |
|
|
2019
Q4 | $519K | Buy |
44,712
+2,144
| +5% | +$24.9K | ﹤0.01% | 1034 |
|
|
2019
Q3 | $447K | Buy |
42,568
+9,200
| +28% | +$96.6K | ﹤0.01% | 1042 |
|
|
2019
Q2 | $347K | Sell |
33,368
-17,656
| -35% | -$184K | ﹤0.01% | 1091 |
|
|
2019
Q1 | $507K | Buy |
51,024
+5,448
| +12% | +$54.1K | ﹤0.01% | 1035 |
|
|
2018
Q4 | $393K | Sell |
45,576
-59,208
| -57% | -$511K | ﹤0.01% | 1051 |
|
|
2018
Q3 | $1.07M | Sell |
104,784
-2,936
| -3% | -$30.1K | 0.01% | 804 |
|
|
2018
Q2 | $1.02M | Sell |
107,720
-1,512
| -1% | -$14.3K | 0.01% | 766 |
|
|
2018
Q1 | $979K | Buy |
109,232
+1,752
| +2% | +$15.7K | 0.01% | 654 |
|
|
2017
Q4 | $950K | Buy |
107,480
+10,624
| +11% | +$93.9K | 0.01% | 669 |
|
|
2017
Q3 | $800K | Buy |
96,856
+7,248
| +8% | +$59.9K | 0.01% | 690 |
|
|
2017
Q2 | $708K | Buy |
+89,608
| New | +$708K | 0.01% | 710 |
|