JP Morgan Private Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$28.4M	Buy	1,675,166 +13,692	+0.8%	+$242K	0.08%	230
2023 Q2	$29.6M	Sell	1,661,474 -305,158	-16%	-$5.42M	0.15%	131
2023 Q1	$34.2M	Buy	1,966,632 +87,958	+5%	+$1.51M	0.07%	238
2022 Q4	$30.3M	Buy	1,878,674 +1,259,534	+203%	+$19.7M	0.07%	248
2022 Q3	$8.71M	Sell	619,140 -92,342	-13%	-$1.45M	0.02%	422
2022 Q2	$11.2M	Buy	711,482 +62,814	+10%	+$1.07M	0.03%	379
2022 Q1	$11.9M	Buy	648,668 +63,004	+11%	+$1.17M	0.03%	404
2021 Q4	$11.4M	Buy	585,664 +26,396	+5%	+$518K	0.02%	411
2021 Q3	$10.8M	Buy	559,268 +103,526	+23%	+$2.06M	0.03%	409
2021 Q2	$8.99M	Buy	455,742 +151,964	+50%	+$3M	0.02%	443
2021 Q1	$5.71M	Sell	303,778 -69,990	-19%	-$1.31M	0.02%	479
2020 Q4	$6.73M	Buy	373,768 +46,944	+14%	+$792K	0.02%	417
2020 Q3	$5.13M	Buy	326,824 +10,150	+3%	+$159K	0.02%	421
2020 Q2	$4.71M	Buy	316,674 +17,946	+6%	+$252K	0.02%	380
2020 Q1	$3.86M	Buy	298,728 +199,086	+200%	+$3.06M	0.02%	402
2019 Q4	$1.68M	Buy	99,642 +14,958	+18%	+$246K	0.01%	651
2019 Q3	$1.35M	Buy	84,684 +33,604	+66%	+$529K	0.01%	673
2019 Q2	$820K	Buy	51,080 +12,384	+32%	+$196K	﹤0.01%	810
2019 Q1	$606K	Buy	38,696 +4,250	+12%	+$64.8K	﹤0.01%	957
2018 Q4	$488K	Sell	34,446 -2,308	-6%	-$35.3K	﹤0.01%	981
2018 Q3	$616K	Buy	36,754 +14,882	+68%	+$248K	﹤0.01%	1001
2018 Q2	$361K	Sell	21,872 -6,906	-24%	-$117K	﹤0.01%	1138
2018 Q1	$485K	Buy	28,778 +3,662	+15%	+$63.1K	﹤0.01%	882
2017 Q4	$428K	Buy	25,116 +12,832	+104%	+$218K	﹤0.01%	923
2017 Q3	$206K	Buy	+12,284	New	+$200K	﹤0.01%	1146
2015 Q2	–	Sell	-13,572	Closed	-$205K	–	1125
2015 Q1	$205K	Buy	+13,572	New	+$202K	﹤0.01%	1028

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

CSIA

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors increased its Schwab International Equity ETF (SCHF) stake by 0.82% in Q3 2023, buying an estimated $242K and bringing the position to 1,675,166 shares worth $28.4M. The position accounts for 0.08% of the portfolio, ranked #230.

JP Morgan Private Wealth Advisors first reported a position in SCHF in Q1 2015 and has held it in 26 quarters since. The position peaked at $34.2M in Q1 2023. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

JP Morgan Private Wealth Advisors held 1,675,166 shares of Schwab International Equity ETF worth $28.4M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 13,692 Schwab International Equity ETF shares in Q3 2023, an estimated $242K.
Schwab International Equity ETF made up 0.08% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #230 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2015 and has held it in 26 quarters since.
JP Morgan Private Wealth Advisors's Schwab International Equity ETF position peaked at $34.2M in Q1 2023.
1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

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