Charles Schwab
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Charles Schwab’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Charles Schwab’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-991,073
Closed -$40.2M – 3500
2020
Q4 		$40.2M Buy
991,073
+5,885
+0.6% +$239K 0.02% 920
2020
Q3 		$37.4M Buy
+985,188
New +$37.6M 0.02% 815

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Charles Schwab's FUTY Position: Q1 2021 in Review

Charles Schwab sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2021, closing a stake of 991,073 shares — an estimated $40.2M sold.

Charles Schwab first reported a position in FUTY in Q3 2020 and held it in 2 quarters. The position peaked at $40.2M in Q4 2020. 146 funds tracked by Wall St. Rank hold FUTY as of Q1 2021.

  • Charles Schwab reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2021 after selling out during the quarter.
  • Charles Schwab sold 991,073 Fidelity MSCI Utilities Index ETF shares in Q1 2021, an estimated $40.2M.
  • Charles Schwab first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 2 quarters.
  • Charles Schwab's Fidelity MSCI Utilities Index ETF position peaked at $40.2M in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2021.

Based on Charles Schwab's 13F filing for Q1 2021, filed 17 May 2021.