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Charles Schwab Trust’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Charles Schwab Trust’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,000
Closed -$288K – 154
2021
Q4 		$288K Hold
8,000
– – 0.05% 146
2021
Q3 		$293K Hold
8,000
– – 0.06% 153
2021
Q2 		$280K Hold
8,000
– – 0.06% 165
2021
Q1 		$272K Hold
8,000
– – 0.06% 163
2020
Q4 		$265K Buy
+8,000
New +$245K 0.06% 159

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Charles Schwab Trust's BOTZ Position: Q1 2022 in Review

Charles Schwab Trust sold out of Global X Robotics & Artificial Intelligence ETF (BOTZ) in Q1 2022, closing a stake of 8,000 shares — an estimated $288K sold.

Charles Schwab Trust first reported a position in BOTZ in Q4 2020 and held it in 5 quarters. The position peaked at $293K in Q3 2021. 275 funds tracked by Wall St. Rank hold BOTZ as of Q1 2022.

  • Charles Schwab Trust reported no remaining Global X Robotics & Artificial Intelligence ETF position as of Q1 2022 after selling out during the quarter.
  • Charles Schwab Trust sold 8,000 Global X Robotics & Artificial Intelligence ETF shares in Q1 2022, an estimated $288K.
  • Charles Schwab Trust first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and held it in 5 quarters.
  • Charles Schwab Trust's Global X Robotics & Artificial Intelligence ETF position peaked at $293K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2022.

Based on Charles Schwab Trust's 13F filing for Q1 2022, filed 14 Apr 2022.