JMPWA
SCHB icon

JP Morgan Private Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$25.4M Sell
1,527,963
-46,512
-3% -$805K 0.07% 246
2023
Q2 		$27.1M Sell
1,574,475
-274,542
-15% -$4.48M 0.14% 140
2023
Q1 		$29.5M Sell
1,849,017
-64,149
-3% -$1M 0.06% 263
2022
Q4 		$28.6M Buy
1,913,166
+604,752
+46% +$9.09M 0.06% 262
2022
Q3 		$18.3M Buy
1,308,414
+66,708
+5% +$1.04M 0.05% 301
2022
Q2 		$18.3M Buy
1,241,706
+720,363
+138% +$11.6M 0.05% 299
2022
Q1 		$9.28M Buy
521,343
+26,043
+5% +$457K 0.02% 460
2021
Q4 		$9.33M Buy
495,300
+60,810
+14% +$1.12M 0.02% 450
2021
Q3 		$7.52M Buy
434,490
+69,078
+19% +$1.23M 0.02% 491
2021
Q2 		$6.35M Buy
365,412
+147,066
+67% +$2.49M 0.02% 524
2021
Q1 		$3.52M Sell
218,346
-74,682
-25% -$1.18M 0.01% 593
2020
Q4 		$4.44M Buy
293,028
+17,058
+6% +$243K 0.01% 513
2020
Q3 		$3.66M Sell
275,970
-17,970
-6% -$236K 0.01% 503
2020
Q2 		$3.6M Buy
293,940
+750
+0.3% +$8.65K 0.02% 436
2020
Q1 		$2.95M Buy
293,190
+37,896
+15% +$459K 0.02% 450
2019
Q4 		$3.27M Buy
255,294
+14,808
+6% +$182K 0.01% 519
2019
Q3 		$2.85M Buy
240,486
+44,490
+23% +$526K 0.01% 521
2019
Q2 		$2.3M Sell
195,996
-81,186
-29% -$937K 0.01% 563
2019
Q1 		$3.14M Buy
277,182
+4,842
+2% +$52.9K 0.02% 516
2018
Q4 		$2.72M Buy
272,340
+77,808
+40% +$841K 0.02% 506
2018
Q3 		$2.28M Buy
194,532
+19,164
+11% +$221K 0.01% 596
2018
Q2 		$1.93M Sell
175,368
-2,034
-1% -$22.2K 0.01% 609
2018
Q1 		$1.89M Buy
177,402
+714
+0.4% +$7.84K 0.01% 497
2017
Q4 		$1.9M Sell
176,688
-15,450
-8% -$162K 0.01% 495
2017
Q3 		$1.95M Buy
192,138
+18,402
+11% +$183K 0.01% 469
2017
Q2 		$1.69M Buy
173,736
+6,054
+4% +$58.5K 0.01% 493
2017
Q1 		$1.59M Buy
167,682
+31,890
+23% +$299K 0.01% 516
2016
Q4 		$1.23M Buy
135,792
+14,766
+12% +$130K 0.01% 545
2016
Q3 		$1.05M Buy
121,026
+70,212
+138% +$610K 0.01% 577
2016
Q2 		$426K Sell
50,814
-18,210
-26% -$151K ﹤0.01% 836
2016
Q1 		$567K Sell
69,024
-4,500
-6% -$35K 0.01% 706
2015
Q4 		$601K Buy
73,524
+13,542
+23% +$112K 0.01% 633
2015
Q3 		$464K Buy
59,982
+31,242
+109% +$257K 0.01% 644
2015
Q2 		$241K Hold
28,740
– – ﹤0.01% 921
2015
Q1 		$242K Buy
+28,740
New +$240K ﹤0.01% 966

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

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

JP Morgan Private Wealth Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q3 2023, selling an estimated $805K and leaving 1,527,963 shares worth $25.4M. The position accounts for 0.07% of the portfolio, ranked #246.

JP Morgan Private Wealth Advisors first reported a position in SCHB in Q1 2015 and has held it in 35 quarters since. The position peaked at $29.5M in Q1 2023. 941 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 1,527,963 shares of Schwab US Broad Market ETF worth $25.4M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 46,512 Schwab US Broad Market ETF shares in Q3 2023, an estimated $805K.
  • Schwab US Broad Market ETF made up 0.07% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #246 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2015 and has held it in 35 quarters since.
  • JP Morgan Private Wealth Advisors's Schwab US Broad Market ETF position peaked at $29.5M in Q1 2023.
  • 941 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

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