MUFG Americas’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

MUFG Americas’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,603	Closed	-$193K	–	679
2022 Q3	$193K	Buy	8,603 +5,803	+207%	+$143K	﹤0.01%	377
2022 Q2	$71K	Hold	2,800	–	–	﹤0.01%	475
2022 Q1	$78K	Sell	2,800 -5,960	-68%	-$173K	﹤0.01%	486
2021 Q4	$259K	Sell	8,760 -145	-2%	-$4.43K	﹤0.01%	375
2021 Q3	$271K	Buy	8,905 +2,145	+32%	+$67K	﹤0.01%	367
2021 Q2	$223K	Sell	6,760 -1,803	-21%	-$58.5K	﹤0.01%	381
2021 Q1	$272K	Hold	8,563	–	–	﹤0.01%	378
2020 Q4	$262K	Sell	8,563 -200	-2%	-$5.8K	﹤0.01%	374
2020 Q3	$234K	Buy	8,763 +1,000	+13%	+$26.7K	0.01%	373
2020 Q2	$189K	Buy	7,763 +723	+10%	+$16.4K	0.01%	385
2020 Q1	$146K	Buy	7,040 +2,816	+67%	+$70.4K	﹤0.01%	397
2019 Q4	$116K	Hold	4,224	–	–	﹤0.01%	439
2019 Q3	$106K	Hold	4,224	–	–	﹤0.01%	453
2019 Q2	$111K	Buy	4,224 +2,659	+170%	+$68.9K	﹤0.01%	443
2019 Q1	$41K	Sell	1,565 -208	-12%	-$5.27K	﹤0.01%	535
2018 Q4	$42K	Buy	+1,773	New	+$43K	﹤0.01%	503
2016 Q2	–	Sell	-204	Closed	-$4K	–	1185
2016 Q1	$4K	Hold	204	–	–	﹤0.01%	998
2015 Q4	$4K	Buy	+204	New	+$4.27K	﹤0.01%	971
2014 Q3	–	Sell	-282	Closed	-$7K	–	1342
2014 Q2	$7K	Buy	+282	New	+$7.11K	﹤0.01%	985

Other funds holding SCHE

CSIA

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

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

AWA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

MUFG Americas's SCHE Position: Q4 2022 in Review

MUFG Americas sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 8,603 shares — an estimated $193K sold.

MUFG Americas first reported a position in SCHE in Q2 2014 and held it in 19 quarters. The position peaked at $272K in Q1 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

MUFG Americas reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 8,603 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $193K.
MUFG Americas first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and held it in 19 quarters.
MUFG Americas's Schwab Emerging Markets Equity ETF position peaked at $272K in Q1 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

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