CSIA
DIA icon

Charles Schwab Investment Advisory’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Charles Schwab Investment Advisory’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-801
Closed -$276K – 84
2021
Q2 		$276K Buy
+801
New +$273K ﹤0.01% 78

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Charles Schwab Investment Advisory's DIA Position: Q3 2021 in Review

Charles Schwab Investment Advisory sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 801 shares — an estimated $276K sold.

Charles Schwab Investment Advisory first reported a position in DIA in Q2 2021 and held it in 1 quarter. The position peaked at $276K in Q2 2021. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

  • Charles Schwab Investment Advisory reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 801 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $276K.
  • Charles Schwab Investment Advisory first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2021 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $276K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Charles Schwab Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.