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MUFG Americas’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MUFG Americas’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31,857
Closed -$643K – 683
2022
Q3 		$643K Sell
31,857
-1,572
-5% -$35.1K 0.02% 286
2022
Q2 		$699K Buy
33,429
+10,683
+47% +$247K 0.02% 285
2022
Q1 		$575K Sell
22,746
-10,530
-32% -$264K 0.01% 307
2021
Q4 		$892K Sell
33,276
-639
-2% -$17K 0.02% 277
2021
Q3 		$867K Sell
33,915
-2,010
-6% -$52.5K 0.02% 276
2021
Q2 		$937K Sell
35,925
-525
-1% -$13.6K 0.02% 271
2021
Q1 		$904K Sell
36,450
-30
-0.1% -$728 0.02% 290
2020
Q4 		$829K Sell
36,480
-2,181
-6% -$45.5K 0.01% 294
2020
Q3 		$715K Sell
38,661
-1,824
-5% -$33.8K 0.02% 287
2020
Q2 		$710K Sell
40,485
-26,640
-40% -$434K 0.02% 285
2020
Q1 		$943K Sell
67,125
-4,500
-6% -$82.4K 0.03% 253
2019
Q4 		$1.44M Sell
71,625
-5,406
-7% -$105K 0.04% 260
2019
Q3 		$1.45M Sell
77,031
-2,130
-3% -$40.2K 0.04% 251
2019
Q2 		$1.51M Sell
79,161
-2,919
-4% -$54.6K 0.04% 249
2019
Q1 		$1.51M Sell
82,080
-3,270
-4% -$58.4K 0.04% 232
2018
Q4 		$1.36M Buy
85,350
+44,292
+108% +$774K 0.04% 238
2018
Q3 		$792K Buy
41,058
+7,545
+23% +$144K 0.02% 287
2018
Q2 		$613K Buy
33,513
+1,302
+4% +$23.5K 0.02% 300
2018
Q1 		$568K Buy
32,211
+2,118
+7% +$38K 0.02% 314
2017
Q4 		$534K Buy
30,093
+2,523
+9% +$43.5K 0.02% 339
2017
Q3 		$461K Buy
27,570
+4,518
+20% +$73.4K 0.01% 354
2017
Q2 		$370K Buy
23,052
+19,167
+493% +$305K 0.01% 370
2017
Q1 		$61K Hold
3,885
– – ﹤0.01% 544
2016
Q4 		$58K Sell
3,885
-225
-5% -$3.29K ﹤0.01% 559
2016
Q3 		$60K Buy
4,110
+675
+20% +$9.76K ﹤0.01% 562
2016
Q2 		$48K Buy
+3,435
New +$47.3K ﹤0.01% 564

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

MUFG Americas's SCHM Position: Q4 2022 in Review

MUFG Americas sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 31,857 shares — an estimated $643K sold.

MUFG Americas first reported a position in SCHM in Q2 2016 and held it in 26 quarters. The position peaked at $1.51M in Q1 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • MUFG Americas reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 31,857 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $643K.
  • MUFG Americas first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and held it in 26 quarters.
  • MUFG Americas's Schwab US Mid-Cap ETF position peaked at $1.51M in Q1 2019.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

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