JP Morgan Private Wealth Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$614K	Sell	26,676 -40,939	-61%	-$974K	﹤0.01%	1160
2023 Q2	$1.62M	Sell	67,615 -881,729	-93%	-$21.2M	0.01%	634
2023 Q1	$22.4M	Buy	949,344 +844,375	+804%	+$19.7M	0.05%	292
2022 Q4	$2.35M	Sell	104,969 -476,716	-82%	-$10.4M	0.01%	785
2022 Q3	$11.6M	Sell	581,685 -115,917	-17%	-$2.55M	0.03%	362
2022 Q2	$15.7M	Buy	697,602 +520,116	+293%	+$12.6M	0.04%	323
2022 Q1	$4.56M	Buy	177,486 +35,911	+25%	+$921K	0.01%	647
2021 Q4	$3.63M	Buy	141,575 +100,722	+247%	+$2.54M	0.01%	707
2021 Q3	$1.02M	Buy	40,853 +13,983	+52%	+$362K	﹤0.01%	1201
2021 Q2	$691K	Buy	+26,870	New	+$694K	﹤0.01%	1358

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Schwab International Dividend Equity ETF (SCHY) stake by 61% in Q3 2023, selling an estimated $974K and leaving 26,676 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

JP Morgan Private Wealth Advisors first reported a position in SCHY in Q2 2021 and has held it in 10 quarters since. The position peaked at $22.4M in Q1 2023. 86 funds tracked by Wall St. Rank hold SCHY as of Q3 2023.

JP Morgan Private Wealth Advisors held 26,676 shares of Schwab International Dividend Equity ETF worth $614K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 40,939 Schwab International Dividend Equity ETF shares in Q3 2023, an estimated $974K.
Schwab International Dividend Equity ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1160 holding.
JP Morgan Private Wealth Advisors first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Schwab International Dividend Equity ETF position peaked at $22.4M in Q1 2023.
86 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2023.

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