MUFG Americas’s Schwab US Broad Market ETF SCHB Stock Holding History

MUFG Americas’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,026	Closed	-$133K	–	819
2020 Q3	$133K	Hold	10,026	–	–	﹤0.01%	409
2020 Q2	$123K	Sell	10,026 -8,274	-45%	-$95.4K	﹤0.01%	415
2020 Q1	$184K	Buy	18,300 +2,262	+14%	+$27.4K	0.01%	379
2019 Q4	$206K	Hold	16,038	–	–	0.01%	396
2019 Q3	$190K	Hold	16,038	–	–	0.01%	398
2019 Q2	$189K	Buy	16,038 +6,012	+60%	+$69.4K	0.01%	400
2019 Q1	$114K	Hold	10,026	–	–	﹤0.01%	424
2018 Q4	$100K	Hold	10,026	–	–	﹤0.01%	436
2018 Q3	$118K	Hold	10,026	–	–	﹤0.01%	432
2018 Q2	$110K	Hold	10,026	–	–	﹤0.01%	438
2018 Q1	$107K	Hold	10,026	–	–	﹤0.01%	443
2017 Q4	$108K	Hold	10,026	–	–	﹤0.01%	479
2017 Q3	$102K	Hold	10,026	–	–	﹤0.01%	490
2017 Q2	$98K	Hold	10,026	–	–	﹤0.01%	493
2017 Q1	$95K	Hold	10,026	–	–	﹤0.01%	510
2016 Q4	$91K	Sell	10,026 -1,404	-12%	-$12.4K	﹤0.01%	509
2016 Q3	$100K	Hold	11,430	–	–	﹤0.01%	524
2016 Q2	$96K	Sell	11,430 -2,190	-16%	-$18.2K	﹤0.01%	503
2016 Q1	$112K	Buy	+13,620	New	+$106K	﹤0.01%	501

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

MUFG Americas's SCHB Position: Q4 2020 in Review

MUFG Americas sold out of Schwab US Broad Market ETF (SCHB) in Q4 2020, closing a stake of 10,026 shares — an estimated $133K sold.

MUFG Americas first reported a position in SCHB in Q1 2016 and held it in 19 quarters. The position peaked at $206K in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHB as of Q4 2020.

MUFG Americas reported no remaining Schwab US Broad Market ETF position as of Q4 2020 after selling out during the quarter.
MUFG Americas sold 10,026 Schwab US Broad Market ETF shares in Q4 2020, an estimated $133K.
MUFG Americas first reported a position in Schwab US Broad Market ETF in Q1 2016 and held it in 19 quarters.
MUFG Americas's Schwab US Broad Market ETF position peaked at $206K in Q4 2019.
734 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2020.

Based on MUFG Americas's 13F filing for Q4 2020, filed 3 Feb 2021.