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

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 $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management

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

Northwestern Mutual Wealth Management

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

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return