Charles Schwab Trust’s iShares US Real Estate ETF IYR Stock Holding History

Charles Schwab Trust’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,721	Closed	-$200K	–	162
2021 Q4	$200K	Buy	+1,721	New	+$189K	0.03%	170

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Charles Schwab Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,721 shares — an estimated $200K sold.

Charles Schwab Trust first reported a position in IYR in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Charles Schwab Trust reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Charles Schwab Trust sold 1,721 iShares US Real Estate ETF shares in Q1 2022, an estimated $200K.
Charles Schwab Trust first reported a position in iShares US Real Estate ETF in Q4 2021 and held it in 1 quarter.
Charles Schwab Trust's iShares US Real Estate ETF position peaked at $200K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

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