JP Morgan Private Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $46.7M | Sell |
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|
2023
Q2 | $48.7M | Sell |
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|
2023
Q1 | $91.1M | Buy |
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|
2022
Q4 | $76.8M | Buy |
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|
2022
Q3 | $65.2M | Buy |
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|
2022
Q2 | $59.7M | Buy |
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|
2022
Q1 | $53.2M | Buy |
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|
2021
Q4 | $39.9M | Buy |
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|
2021
Q3 | $24M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $6.38M | Buy |
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|
2020
Q4 | $5.37M | Sell |
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|
2020
Q3 | $4.75M | Sell |
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|
2020
Q2 | $4.54M | Buy |
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|
2020
Q1 | $3.57M | Sell |
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|
2019
Q4 | $15.3M | Buy |
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|
2019
Q3 | $14M | Buy |
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|
2019
Q2 | $11.2M | Sell |
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|
2019
Q1 | $11.7M | Buy |
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|
2018
Q4 | $9.35M | Sell |
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|
2018
Q3 | $11.3M | Sell |
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|
2018
Q2 | $12.8M | Buy |
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|
2018
Q1 | $5.58M | Sell |
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|
2017
Q4 | $6.29M | Buy |
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|
2017
Q3 | $5.54M | Sell |
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|
2017
Q2 | $7.49M | Sell |
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|
2017
Q1 | $8.03M | Buy |
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|
2016
Q4 | $5.06M | Buy |
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|
2016
Q3 | $1.5M | Buy |
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