JP Morgan Private Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.38M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $882K | Sell |
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|
2020
Q4 | $993K | Sell |
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|
2020
Q3 | $950K | Buy |
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|
2020
Q2 | $673K | Buy |
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|
2020
Q1 | $576K | Hold |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $490K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $716K | Buy |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $640K | Buy |
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|
2017
Q2 | $556K | Buy |
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