JP Morgan Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.32M | Sell |
|
|||||
|
2023
Q2 | $3.15M | Sell |
|
|||||
|
2023
Q1 | $10.4M | Sell |
|
|||||
|
2022
Q4 | $10.9M | Sell |
|
|||||
|
2022
Q3 | $10.4M | Buy |
|
|||||
|
2022
Q2 | $10.1M | Buy |
|
|||||
|
2022
Q1 | $11.9M | Buy |
|
|||||
|
2021
Q4 | $12.5M | Sell |
|
|||||
|
2021
Q3 | $11.6M | Buy |
|
|||||
|
2021
Q2 | $9.24M | Sell |
|
|||||
|
2021
Q1 | $9.42M | Sell |
|
|||||
|
2020
Q4 | $8.99M | Sell |
|
|||||
|
2020
Q3 | $8.11M | Sell |
|
|||||
|
2020
Q2 | $7.55M | Sell |
|
|||||
|
2020
Q1 | $6.99M | Sell |
|
|||||
|
2019
Q4 | $10.3M | Buy |
|
|||||
|
2019
Q3 | $8.67M | Buy |
|
|||||
|
2019
Q2 | $8.39M | Sell |
|
|||||
|
2019
Q1 | $8.15M | Buy |
|
|||||
|
2018
Q4 | $7.2M | Buy |
|
|||||
|
2018
Q3 | $4.99M | Buy |
|
|||||
|
2018
Q2 | $4.36M | Buy |
|
|||||
|
2018
Q1 | $3.99M | Buy |
|
|||||
|
2017
Q4 | $3.99M | Buy |
|
|||||
|
2017
Q3 | $3.61M | Buy |
|
|||||
|
2017
Q2 | $1.71M | Sell |
|
|||||
|
2017
Q1 | $1.81M | Buy |
|
|||||
|
2016
Q4 | $1.12M | Buy |
|