Charles Schwab Investment Advisory’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Charles Schwab Investment Advisory’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,515	Closed	-$225K	–	114
2022 Q1	$225K	Buy	+4,515	New	+$231K	﹤0.01%	101

Other funds holding UITB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Charles Schwab Investment Advisory's UITB Position: Q2 2022 in Review

Charles Schwab Investment Advisory sold out of Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) in Q2 2022, closing a stake of 4,515 shares — an estimated $225K sold.

Charles Schwab Investment Advisory first reported a position in UITB in Q1 2022 and held it in 1 quarter. The position peaked at $225K in Q1 2022. 29 funds tracked by Wall St. Rank hold UITB as of Q2 2022.

Charles Schwab Investment Advisory reported no remaining Victory Portfolios II VictoryShares Core Intermediate Bond ETF position as of Q2 2022 after selling out during the quarter.
Charles Schwab Investment Advisory sold 4,515 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2022, an estimated $225K.
Charles Schwab Investment Advisory first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q1 2022 and held it in 1 quarter.
Charles Schwab Investment Advisory's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $225K in Q1 2022.
29 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2022.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.