JP Morgan Private Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.26M | Buy |
|
|||||
|
2023
Q2 | $3.03M | Sell |
|
|||||
|
2023
Q1 | $3.04M | Sell |
|
|||||
|
2022
Q4 | $3.04M | Buy |
|
|||||
|
2022
Q3 | $823K | Buy |
|
|||||
|
2022
Q2 | $732K | Buy |
|
|||||
|
2022
Q1 | $855K | Buy |
|
|||||
|
2021
Q4 | $753K | Buy |
|
|||||
|
2021
Q3 | $469K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $259K | Buy |
|
|||||
|
2019
Q3 | $254K | Buy |
|