MUFG Americas’s Schwab US TIPS ETF SCHP Stock Holding History

MUFG Americas’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,740	Closed	-$97K	–	685
2022 Q3	$97K	Buy	3,740 +1,894	+103%	+$52.6K	﹤0.01%	431
2022 Q2	$52K	Hold	1,846	–	–	﹤0.01%	507
2022 Q1	$56K	Hold	1,846	–	–	﹤0.01%	524
2021 Q4	$58K	Hold	1,846	–	–	﹤0.01%	536
2021 Q3	$58K	Buy	1,846 +254	+16%	+$8.02K	﹤0.01%	510
2021 Q2	$50K	Buy	+1,592	New	+$49.4K	﹤0.01%	493
2021 Q1	–	Sell	-1,906	Closed	-$59K	–	809
2020 Q4	$59K	Hold	1,906	–	–	﹤0.01%	487
2020 Q3	$59K	Sell	1,906 -4,000	-68%	-$122K	﹤0.01%	467
2020 Q2	$23K	Buy	5,906 +1,906	+48%	+$56.5K	﹤0.01%	563
2020 Q1	$115K	Buy	+4,000	New	+$115K	﹤0.01%	413
2019 Q1	–	Sell	-132	Closed	-$4K	–	923
2018 Q4	$4K	Buy	+132	New	+$3.51K	﹤0.01%	682
2015 Q1	–	Sell	-130	Closed	-$4K	–	1230
2014 Q4	$4K	Hold	130	–	–	﹤0.01%	1123
2014 Q3	$4K	Hold	130	–	–	﹤0.01%	1130
2014 Q2	$4K	Buy	+130	New	+$3.57K	﹤0.01%	1045

Other funds holding SCHP

CSIA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

MUFG Americas's SCHP Position: Q4 2022 in Review

MUFG Americas sold out of Schwab US TIPS ETF (SCHP) in Q4 2022, closing a stake of 3,740 shares — an estimated $97K sold.

MUFG Americas first reported a position in SCHP in Q2 2014 and held it in 14 quarters. The position peaked at $115K in Q1 2020. 696 funds tracked by Wall St. Rank hold SCHP as of Q4 2022.

MUFG Americas reported no remaining Schwab US TIPS ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 3,740 Schwab US TIPS ETF shares in Q4 2022, an estimated $97K.
MUFG Americas first reported a position in Schwab US TIPS ETF in Q2 2014 and held it in 14 quarters.
MUFG Americas's Schwab US TIPS ETF position peaked at $115K in Q1 2020.
696 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2022.

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