JP Morgan Private Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $25.4M | Sell |
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|
2023
Q2 | $27.1M | Sell |
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|
2023
Q1 | $29.5M | Sell |
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|
2022
Q4 | $28.6M | Buy |
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|
2022
Q3 | $18.3M | Buy |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $9.28M | Buy |
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|
2021
Q4 | $9.33M | Buy |
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|
2021
Q3 | $7.52M | Buy |
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|
2021
Q2 | $6.35M | Buy |
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|
2021
Q1 | $3.52M | Sell |
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|
2020
Q4 | $4.44M | Buy |
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|
2020
Q3 | $3.66M | Sell |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $2.95M | Buy |
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|
2019
Q4 | $3.27M | Buy |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.3M | Sell |
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|
2019
Q1 | $3.14M | Buy |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $2.28M | Buy |
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|
2018
Q2 | $1.93M | Sell |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.9M | Sell |
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|
2017
Q3 | $1.95M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.59M | Buy |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $426K | Sell |
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|
2016
Q1 | $567K | Sell |
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|
2015
Q4 | $601K | Buy |
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|
2015
Q3 | $464K | Buy |
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|
2015
Q2 | $241K | Hold |
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|
2015
Q1 | $242K | Buy |
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