JP Morgan Private Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.43M	Buy	143,388 +40,140	+39%	+$994K	0.01%	589
2023 Q2	$2.54M	Sell	103,248 -79,293	-43%	-$1.94M	0.01%	491
2023 Q1	$4.48M	Sell	182,541 -46,828	-20%	-$1.16M	0.01%	618
2022 Q4	$5.43M	Sell	229,369 -23,073	-9%	-$537K	0.01%	559
2022 Q3	$5.66M	Buy	252,442 +4,824	+2%	+$119K	0.01%	527
2022 Q2	$6.29M	Sell	247,618 -814	-0.3%	-$21.3K	0.02%	514
2022 Q1	$6.9M	Sell	248,432 -67,231	-21%	-$1.95M	0.01%	528
2021 Q4	$9.35M	Buy	315,663 +137,600	+77%	+$4.2M	0.02%	449
2021 Q3	$5.43M	Buy	178,063 +23,205	+15%	+$725K	0.01%	574
2021 Q2	$5.09M	Buy	154,858 +4,269	+3%	+$138K	0.01%	589
2021 Q1	$4.79M	Sell	150,589 -5,387	-3%	-$175K	0.02%	517
2020 Q4	$4.78M	Buy	155,976 +11,276	+8%	+$327K	0.02%	494
2020 Q3	$3.87M	Sell	144,700 -2,515	-2%	-$67.2K	0.02%	491
2020 Q2	$3.58M	Sell	147,215 -14,744	-9%	-$335K	0.02%	439
2020 Q1	$3.35M	Buy	161,959 +143,664	+785%	+$3.59M	0.02%	433
2019 Q4	$501K	Buy	18,295 +2,099	+13%	+$55.3K	﹤0.01%	1052
2019 Q3	$407K	Sell	16,196 -197	-1%	-$5.01K	﹤0.01%	1066
2019 Q2	$430K	Sell	16,393 -1,677	-9%	-$43.4K	﹤0.01%	1039
2019 Q1	$470K	Buy	18,070 +3,866	+27%	+$98K	﹤0.01%	1062
2018 Q4	$334K	Hold	14,204	–	–	﹤0.01%	1114
2018 Q3	$365K	Sell	14,204 -796	-5%	-$20.6K	﹤0.01%	1207
2018 Q2	$388K	Buy	15,000 +7,385	+97%	+$203K	﹤0.01%	1104
2018 Q1	$218K	Sell	7,615 -644	-8%	-$18.9K	﹤0.01%	1161
2017 Q4	$231K	Buy	+8,259	New	+$228K	﹤0.01%	1143

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 39% in Q3 2023, buying an estimated $994K and bringing the position to 143,388 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #589.

JP Morgan Private Wealth Advisors first reported a position in SCHE in Q4 2017 and has held it in 24 quarters since. The position peaked at $9.35M in Q4 2021. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

JP Morgan Private Wealth Advisors held 143,388 shares of Schwab Emerging Markets Equity ETF worth $3.43M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 40,140 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $994K.
Schwab Emerging Markets Equity ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #589 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 24 quarters since.
JP Morgan Private Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $9.35M in Q4 2021.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

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