J.P. Morgan Private Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.26M | Buy |
183,859
+28,762
| +19% | +$511K | 0.01% | 606 |
|
|
2023
Q2 | $3.03M | Sell |
155,097
-822
| -0.5% | -$16.1K | 0.02% | 449 |
|
|
2023
Q1 | $3.04M | Sell |
155,919
-1,721
| -1% | -$33.6K | 0.01% | 739 |
|
|
2022
Q4 | $3.04M | Buy |
157,640
+113,613
| +258% | +$2.19M | 0.01% | 719 |
|
|
2022
Q3 | $823K | Buy |
44,027
+9,338
| +27% | +$175K | ﹤0.01% | 1228 |
|
|
2022
Q2 | $732K | Buy |
34,689
+323
| +0.9% | +$6.82K | ﹤0.01% | 1291 |
|
|
2022
Q1 | $855K | Buy |
34,366
+5,772
| +20% | +$144K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $753K | Buy |
28,594
+8,076
| +39% | +$213K | ﹤0.01% | 1382 |
|
|
2021
Q3 | $469K | Buy |
+20,518
| New | +$469K | ﹤0.01% | 1526 |
|
|
2020
Q1 | – | Sell |
-11,250
| Closed | -$259K | – | 1527 |
|
|
2019
Q4 | $259K | Buy |
11,250
+498
| +5% | +$11.5K | ﹤0.01% | 1296 |
|
|
2019
Q3 | $254K | Buy |
+10,752
| New | +$254K | ﹤0.01% | 1254 |
|