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MUFG Americas’s Schwab US REIT ETF SCHH Stock Holding History

MUFG Americas’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,018
Closed -$19K – 682
2022
Q3 		$19K Sell
1,018
-568
-36% -$12.3K ﹤0.01% 618
2022
Q2 		$33K Hold
1,586
– – ﹤0.01% 554
2022
Q1 		$39K Sell
1,586
-250
-14% -$6.03K ﹤0.01% 573
2021
Q4 		$48K Buy
1,836
+150
+9% +$3.7K ﹤0.01% 569
2021
Q3 		$39K Buy
1,686
+72
+4% +$1.72K ﹤0.01% 561
2021
Q2 		$37K Buy
1,614
+14
+0.9% +$311 ﹤0.01% 524
2021
Q1 		$33K Hold
1,600
– – ﹤0.01% 543
2020
Q4 		$30K Sell
1,600
-600
-27% -$11.1K ﹤0.01% 541
2020
Q3 		$39K Hold
2,200
– – ﹤0.01% 501
2020
Q2 		$39K Sell
2,200
-1,200
-35% -$20.8K ﹤0.01% 511
2020
Q1 		$56K Buy
+3,400
New +$72.5K ﹤0.01% 480
2019
Q1 		– Sell
-236
Closed -$5K – 922
2018
Q4 		$5K Buy
+236
New +$4.82K ﹤0.01% 673
2016
Q3 		– Sell
-1,276
Closed -$28K – 1140
2016
Q2 		$28K Hold
1,276
– – ﹤0.01% 638
2016
Q1 		$26K Hold
1,276
– – ﹤0.01% 661
2015
Q4 		$25K Buy
+1,276
New +$24.9K ﹤0.01% 675
2015
Q1 		– Sell
-928
Closed -$18K – 1229
2014
Q4 		$18K Hold
928
– – ﹤0.01% 845
2014
Q3 		$16K Hold
928
– – ﹤0.01% 857
2014
Q2 		$16K Buy
+928
New +$16.1K ﹤0.01% 878

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

MUFG Americas's SCHH Position: Q4 2022 in Review

MUFG Americas sold out of Schwab US REIT ETF (SCHH) in Q4 2022, closing a stake of 1,018 shares — an estimated $19K sold.

MUFG Americas first reported a position in SCHH in Q2 2014 and held it in 18 quarters. The position peaked at $56K in Q1 2020. 487 funds tracked by Wall St. Rank hold SCHH as of Q4 2022.

  • MUFG Americas reported no remaining Schwab US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 1,018 Schwab US REIT ETF shares in Q4 2022, an estimated $19K.
  • MUFG Americas first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 18 quarters.
  • MUFG Americas's Schwab US REIT ETF position peaked at $56K in Q1 2020.
  • 487 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2022.

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