JP Morgan Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.47M | Buy |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $993K | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $519K | Buy |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $507K | Buy |
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $979K | Buy |
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|
2017
Q4 | $950K | Buy |
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|
2017
Q3 | $800K | Buy |
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|
2017
Q2 | $708K | Buy |
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