JP Morgan Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.32M	Sell	137,562 -42,651	-24%	-$748K	0.01%	690
2023 Q2	$3.15M	Sell	180,213 -467,148	-72%	-$7.71M	0.02%	439
2023 Q1	$10.4M	Sell	647,361 -74,670	-10%	-$1.18M	0.02%	420
2022 Q4	$10.9M	Sell	722,031 -11,586	-2%	-$175K	0.02%	402
2022 Q3	$10.4M	Buy	733,617 +56,070	+8%	+$880K	0.03%	391
2022 Q2	$10.1M	Buy	677,547 +14,313	+2%	+$232K	0.03%	401
2022 Q1	$11.9M	Buy	663,234 +2,226	+0.3%	+$39.4K	0.03%	405
2021 Q4	$12.5M	Sell	661,008 -10,800	-2%	-$200K	0.03%	396
2021 Q3	$11.6M	Buy	671,808 +138,606	+26%	+$2.47M	0.03%	400
2021 Q2	$9.24M	Sell	533,202 -55,248	-9%	-$932K	0.02%	435
2021 Q1	$9.42M	Sell	588,450 -4,566	-0.8%	-$71.5K	0.03%	381
2020 Q4	$8.99M	Sell	593,016 -10,194	-2%	-$146K	0.03%	376
2020 Q3	$8.11M	Sell	603,210 -8,076	-1%	-$107K	0.03%	356
2020 Q2	$7.55M	Sell	611,286 -73,836	-11%	-$860K	0.03%	322
2020 Q1	$6.99M	Sell	685,122 -117,078	-15%	-$1.42M	0.04%	305
2019 Q4	$10.3M	Buy	802,200 +68,832	+9%	+$844K	0.05%	300
2019 Q3	$8.67M	Buy	733,368 +16,530	+2%	+$195K	0.05%	314
2019 Q2	$8.39M	Sell	716,838 -6,858	-0.9%	-$78.8K	0.05%	300
2019 Q1	$8.15M	Buy	723,696 +156	+0%	+$1.69K	0.04%	312
2018 Q4	$7.2M	Buy	723,540 +292,932	+68%	+$3.14M	0.04%	301
2018 Q3	$4.99M	Buy	430,608 +28,134	+7%	+$320K	0.02%	430
2018 Q2	$4.36M	Buy	402,474 +23,136	+6%	+$249K	0.02%	425
2018 Q1	$3.99M	Buy	379,338 +3,642	+1%	+$39.6K	0.03%	365
2017 Q4	$3.99M	Buy	375,696 +15,288	+4%	+$158K	0.03%	359
2017 Q3	$3.61M	Buy	360,408 +182,598	+103%	+$1.79M	0.03%	367
2017 Q2	$1.71M	Sell	177,810 -14,754	-8%	-$141K	0.01%	490
2017 Q1	$1.81M	Buy	192,564 +66,336	+53%	+$613K	0.01%	483
2016 Q4	$1.12M	Buy	+126,228	New	+$1.1M	0.01%	572

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 24% in Q3 2023, selling an estimated $748K and leaving 137,562 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #690.

JP Morgan Private Wealth Advisors first reported a position in SCHX in Q4 2016 and has held it in 28 quarters since. The position peaked at $12.5M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold SCHX as of Q3 2023.

JP Morgan Private Wealth Advisors held 137,562 shares of Schwab US Large- Cap ETF worth $2.32M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 42,651 Schwab US Large- Cap ETF shares in Q3 2023, an estimated $748K.
Schwab US Large- Cap ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #690 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 28 quarters since.
JP Morgan Private Wealth Advisors's Schwab US Large- Cap ETF position peaked at $12.5M in Q4 2021.
1,045 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2023.

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