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JP Morgan Private Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.26M Buy
183,859
+28,762
+19% +$553K 0.01% 606
2023
Q2 		$3.03M Sell
155,097
-822
-0.5% -$15.8K 0.02% 449
2023
Q1 		$3.04M Sell
155,919
-1,721
-1% -$34.5K 0.01% 739
2022
Q4 		$3.04M Buy
157,640
+113,613
+258% +$2.19M 0.01% 719
2022
Q3 		$823K Buy
44,027
+9,338
+27% +$202K ﹤0.01% 1228
2022
Q2 		$732K Buy
34,689
+323
+0.9% +$7.43K ﹤0.01% 1291
2022
Q1 		$855K Buy
34,366
+5,772
+20% +$139K ﹤0.01% 1291
2021
Q4 		$753K Buy
28,594
+8,076
+39% +$199K ﹤0.01% 1382
2021
Q3 		$469K Buy
+20,518
New +$489K ﹤0.01% 1526
2020
Q1 		– Sell
-11,250
Closed -$259K – 1527
2019
Q4 		$259K Buy
11,250
+498
+5% +$11.6K ﹤0.01% 1296
2019
Q3 		$254K Buy
+10,752
New +$247K ﹤0.01% 1254

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its Schwab US REIT ETF (SCHH) stake by 19% in Q3 2023, buying an estimated $553K and bringing the position to 183,859 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #606.

JP Morgan Private Wealth Advisors first reported a position in SCHH in Q3 2019 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 183,859 shares of Schwab US REIT ETF worth $3.26M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 28,762 Schwab US REIT ETF shares in Q3 2023, an estimated $553K.
  • Schwab US REIT ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #606 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab US REIT ETF in Q3 2019 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

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