JMPWA
SCHA icon

JP Morgan Private Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12.9M Buy
623,772
+12,038
+2% +$264K 0.04% 333
2023
Q2 		$13.4M Sell
611,734
-40,520
-6% -$845K 0.07% 196
2023
Q1 		$13.7M Sell
652,254
-7,568
-1% -$163K 0.03% 372
2022
Q4 		$13.4M Buy
659,822
+22,910
+4% +$469K 0.03% 373
2022
Q3 		$12M Buy
636,912
+13,696
+2% +$286K 0.03% 355
2022
Q2 		$12.2M Sell
623,216
-119,902
-16% -$2.56M 0.03% 366
2022
Q1 		$17.6M Buy
743,118
+56,702
+8% +$1.34M 0.04% 345
2021
Q4 		$17.6M Buy
686,416
+39,404
+6% +$1.02M 0.04% 344
2021
Q3 		$16.2M Buy
647,012
+84,408
+15% +$2.14M 0.04% 345
2021
Q2 		$14.7M Buy
562,604
+66,756
+13% +$1.71M 0.04% 363
2021
Q1 		$12.4M Buy
495,848
+5,212
+1% +$128K 0.04% 342
2020
Q4 		$10.9M Buy
490,636
+23,776
+5% +$473K 0.04% 347
2020
Q3 		$7.97M Buy
466,860
+112,408
+32% +$1.94M 0.03% 358
2020
Q2 		$5.79M Buy
354,452
+323,044
+1,029% +$4.84M 0.03% 350
2020
Q1 		$405K Sell
31,408
-28,952
-48% -$492K ﹤0.01% 1010
2019
Q4 		$1.14M Buy
60,360
+116
+0.2% +$2.1K 0.01% 759
2019
Q3 		$1.05M Sell
60,244
-4,196
-7% -$74.1K 0.01% 735
2019
Q2 		$1.15M Sell
64,440
-1,208
-2% -$21.4K 0.01% 705
2019
Q1 		$1.15M Buy
65,648
+144
+0.2% +$2.46K 0.01% 748
2018
Q4 		$994K Sell
65,504
-10,072
-13% -$170K 0.01% 752
2018
Q3 		$1.44M Buy
75,576
+9,936
+15% +$189K 0.01% 704
2018
Q2 		$1.21M Buy
65,640
+2,040
+3% +$36.9K 0.01% 715
2018
Q1 		$1.1M Sell
63,600
-13,172
-17% -$232K 0.01% 626
2017
Q4 		$1.34M Buy
76,772
+7,004
+10% +$120K 0.01% 588
2017
Q3 		$1.18M Sell
69,768
-9,200
-12% -$148K 0.01% 588
2017
Q2 		$1.26M Sell
78,968
-16,768
-18% -$265K 0.01% 556
2017
Q1 		$1.51M Sell
95,736
-852
-0.9% -$13.3K 0.01% 533
2016
Q4 		$1.49M Buy
+96,588
New +$1.42M 0.01% 496

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SCHA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q3 2023, buying an estimated $264K and bringing the position to 623,772 shares worth $12.9M. The position accounts for 0.04% of the portfolio, ranked #333.

JP Morgan Private Wealth Advisors first reported a position in SCHA in Q4 2016 and has held it in 28 quarters since. The position peaked at $17.6M in Q1 2022. 943 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 623,772 shares of Schwab U.S Small- Cap ETF worth $12.9M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 12,038 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $264K.
  • Schwab U.S Small- Cap ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #333 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $17.6M in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.