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JP Morgan Private Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12.8M Sell
569,085
-8,886
-2% -$211K 0.04% 334
2023
Q2 		$13.7M Sell
577,971
-39,753
-6% -$896K 0.07% 193
2023
Q1 		$14M Buy
617,724
+35,799
+6% +$824K 0.03% 368
2022
Q4 		$12.7M Buy
581,925
+101,760
+21% +$2.23M 0.03% 381
2022
Q3 		$9.69M Buy
480,165
+22,413
+5% +$500K 0.03% 409
2022
Q2 		$9.57M Sell
457,752
-72,255
-14% -$1.67M 0.02% 409
2022
Q1 		$13.4M Buy
530,007
+42,429
+9% +$1.06M 0.03% 382
2021
Q4 		$13.1M Buy
487,578
+2,439
+0.5% +$65K 0.03% 389
2021
Q3 		$12.4M Buy
485,139
+29,304
+6% +$766K 0.03% 387
2021
Q2 		$11.9M Buy
455,835
+24,744
+6% +$639K 0.03% 393
2021
Q1 		$10.7M Buy
431,091
+4,497
+1% +$109K 0.03% 358
2020
Q4 		$9.7M Buy
426,594
+5,394
+1% +$112K 0.03% 361
2020
Q3 		$7.79M Buy
421,200
+100,197
+31% +$1.86M 0.03% 364
2020
Q2 		$5.63M Buy
321,003
+245,010
+322% +$3.99M 0.03% 351
2020
Q1 		$1.07M Sell
75,993
-1,200
-2% -$22K 0.01% 693
2019
Q4 		$1.55M Sell
77,193
-3,441
-4% -$66.6K 0.01% 664
2019
Q3 		$1.52M Buy
80,634
+2,871
+4% +$54.2K 0.01% 640
2019
Q2 		$1.48M Sell
77,763
-4,410
-5% -$82.5K 0.01% 655
2019
Q1 		$1.52M Buy
82,173
+7,113
+9% +$127K 0.01% 676
2018
Q4 		$1.2M Buy
75,060
+55,800
+290% +$975K 0.01% 697
2018
Q3 		$371K Buy
19,260
+966
+5% +$18.4K ﹤0.01% 1202
2018
Q2 		$335K Buy
18,294
+5,715
+45% +$103K ﹤0.01% 1161
2018
Q1 		$222K Hold
12,579
– – ﹤0.01% 1154
2017
Q4 		$223K Buy
12,579
+624
+5% +$10.8K ﹤0.01% 1154
2017
Q3 		$200K Buy
+11,955
New +$194K ﹤0.01% 1158

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.5% in Q3 2023, selling an estimated $211K and leaving 569,085 shares worth $12.8M. The position accounts for 0.04% of the portfolio, ranked #334.

JP Morgan Private Wealth Advisors first reported a position in SCHM in Q3 2017 and has held it in 25 quarters since. The position peaked at $14M in Q1 2023. 777 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 569,085 shares of Schwab US Mid-Cap ETF worth $12.8M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 8,886 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $211K.
  • Schwab US Mid-Cap ETF made up 0.04% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #334 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $14M in Q1 2023.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

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