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JP Morgan Private Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,541
Closed -$264K – 1294
2016
Q3 		$264K Buy
+8,541
New +$258K ﹤0.01% 1041

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SCHC Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2016, closing a stake of 8,541 shares — an estimated $264K sold.

JP Morgan Private Wealth Advisors first reported a position in SCHC in Q3 2016 and held it in 1 quarter. The position peaked at $264K in Q3 2016. 104 funds tracked by Wall St. Rank hold SCHC as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,541 Schwab International Small-Cap Equity ETF shares in Q4 2016, an estimated $264K.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $264K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.