JP Morgan Private Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.8M | Sell |
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|
2023
Q2 | $13.7M | Sell |
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|
2023
Q1 | $14M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $9.69M | Buy |
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|
2022
Q2 | $9.57M | Sell |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $9.7M | Buy |
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|
2020
Q3 | $7.79M | Buy |
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|
2020
Q2 | $5.63M | Buy |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $200K | Buy |
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