Charles Schwab’s Global X MLP ETF MLPA Stock Holding History

Charles Schwab’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,670	Closed	-$226K	–	3554
2024 Q2	$226K	Buy	+4,670	New	+$222K	﹤0.01%	3422

Other funds holding MLPA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Charles Schwab's MLPA Position: Q3 2024 in Review

Charles Schwab sold out of Global X MLP ETF (MLPA) in Q3 2024, closing a stake of 4,670 shares — an estimated $226K sold.

Charles Schwab first reported a position in MLPA in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 204 funds tracked by Wall St. Rank hold MLPA as of Q3 2024.

Charles Schwab reported no remaining Global X MLP ETF position as of Q3 2024 after selling out during the quarter.
Charles Schwab sold 4,670 Global X MLP ETF shares in Q3 2024, an estimated $226K.
Charles Schwab first reported a position in Global X MLP ETF in Q2 2024 and held it in 1 quarter.
Charles Schwab's Global X MLP ETF position peaked at $226K in Q2 2024.
204 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2024.

Based on Charles Schwab's 13F filing for Q3 2024, filed 12 Nov 2024.