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JP Morgan Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.45M Sell
79,604
-16,520
-17% -$311K ﹤0.01% 855
2023
Q2 		$1.8M Sell
96,124
-10,488
-10% -$180K 0.01% 599
2023
Q1 		$1.74M Buy
106,612
+7,236
+7% +$110K ﹤0.01% 935
2022
Q4 		$1.38M Sell
99,376
-6,112
-6% -$87.9K ﹤0.01% 992
2022
Q3 		$1.47M Buy
105,488
+7,704
+8% +$121K ﹤0.01% 963
2022
Q2 		$1.42M Buy
97,784
+2,664
+3% +$42.6K ﹤0.01% 969
2022
Q1 		$1.78M Buy
95,120
+14,168
+18% +$258K ﹤0.01% 952
2021
Q4 		$1.66M Sell
80,952
-56
-0.1% -$1.12K ﹤0.01% 994
2021
Q3 		$1.5M Buy
81,008
+232
+0.3% +$4.42K ﹤0.01% 1021
2021
Q2 		$1.47M Buy
80,776
+19,576
+32% +$339K ﹤0.01% 1015
2021
Q1 		$993K Sell
61,200
-4,336
-7% -$70.6K ﹤0.01% 1040
2020
Q4 		$1.05M Sell
65,536
-16,240
-20% -$246K ﹤0.01% 990
2020
Q3 		$1.18M Sell
81,776
-14,624
-15% -$204K ﹤0.01% 824
2020
Q2 		$1.22M Buy
96,400
+45,432
+89% +$530K 0.01% 738
2020
Q1 		$507K Buy
50,968
+6,256
+14% +$71.4K ﹤0.01% 923
2019
Q4 		$519K Buy
44,712
+2,144
+5% +$23.6K ﹤0.01% 1034
2019
Q3 		$447K Buy
42,568
+9,200
+28% +$97K ﹤0.01% 1042
2019
Q2 		$347K Sell
33,368
-17,656
-35% -$179K ﹤0.01% 1091
2019
Q1 		$507K Buy
51,024
+5,448
+12% +$51.5K ﹤0.01% 1035
2018
Q4 		$393K Sell
45,576
-59,208
-57% -$551K ﹤0.01% 1051
2018
Q3 		$1.07M Sell
104,784
-2,936
-3% -$29.2K 0.01% 805
2018
Q2 		$1.02M Sell
107,720
-1,512
-1% -$14.1K 0.01% 766
2018
Q1 		$979K Buy
109,232
+1,752
+2% +$16.2K 0.01% 654
2017
Q4 		$950K Buy
107,480
+10,624
+11% +$91.3K 0.01% 669
2017
Q3 		$800K Buy
96,856
+7,248
+8% +$58.8K 0.01% 690
2017
Q2 		$708K Buy
+89,608
New +$698K 0.01% 710

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q3 2023, selling an estimated $311K and leaving 79,604 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #855.

JP Morgan Private Wealth Advisors first reported a position in SCHG in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.8M in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 79,604 shares of Schwab US Large-Cap Growth ETF worth $1.45M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 16,520 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $311K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #855 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.8M in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

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