MUFG Americas’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MUFG Americas’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,264	Closed	-$205K	–	678
2022 Q3	$205K	Hold	9,264	–	–	0.01%	371
2022 Q2	$221K	Hold	9,264	–	–	0.01%	371
2022 Q1	$244K	Buy	9,264 +6,864	+286%	+$180K	﹤0.01%	370
2021 Q4	$65K	Hold	2,400	–	–	﹤0.01%	512
2021 Q3	$59K	Buy	+2,400	New	+$61K	﹤0.01%	506
2020 Q4	–	Sell	-3,723	Closed	-$69K	–	820
2020 Q3	$69K	Hold	3,723	–	–	﹤0.01%	456
2020 Q2	$64K	Sell	3,723 -3,078	-45%	-$52K	﹤0.01%	467
2020 Q1	$102K	Sell	6,801 -3,750	-36%	-$67.3K	﹤0.01%	426
2019 Q4	$204K	Sell	10,551 -5,430	-34%	-$102K	0.01%	398
2019 Q3	$292K	Hold	15,981	–	–	0.01%	370
2019 Q2	$283K	Buy	15,981 +7,758	+94%	+$136K	0.01%	372
2019 Q1	$143K	Hold	8,223	–	–	﹤0.01%	410
2018 Q4	$129K	Sell	8,223 -783	-9%	-$13.1K	﹤0.01%	415
2018 Q3	$159K	Hold	9,006	–	–	﹤0.01%	412
2018 Q2	$148K	Hold	9,006	–	–	﹤0.01%	414
2018 Q1	$147K	Hold	9,006	–	–	﹤0.01%	425
2017 Q4	$154K	Hold	9,006	–	–	﹤0.01%	454
2017 Q3	$140K	Sell	9,006 -375	-4%	-$5.73K	﹤0.01%	463
2017 Q2	$141K	Hold	9,381	–	–	﹤0.01%	463
2017 Q1	$139K	Buy	9,381 +420	+5%	+$6.19K	﹤0.01%	477
2016 Q4	$130K	Hold	8,961	–	–	﹤0.01%	480
2016 Q3	$126K	Hold	8,961	–	–	﹤0.01%	497
2016 Q2	$124K	Sell	8,961 -1,227	-12%	-$16.5K	﹤0.01%	473
2016 Q1	$136K	Buy	+10,188	New	+$129K	﹤0.01%	479

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

MUFG Americas's SCHD Position: Q4 2022 in Review

MUFG Americas sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 9,264 shares — an estimated $205K sold.

MUFG Americas first reported a position in SCHD in Q1 2016 and held it in 24 quarters. The position peaked at $292K in Q3 2019. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

MUFG Americas reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 9,264 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $205K.
MUFG Americas first reported a position in Schwab US Dividend Equity ETF in Q1 2016 and held it in 24 quarters.
MUFG Americas's Schwab US Dividend Equity ETF position peaked at $292K in Q3 2019.
1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.