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MUFG Americas’s Schwab US Large- Cap ETF SCHX Stock Holding History

MUFG Americas’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-226,206
Closed -$3.19M – 689
2022
Q3 		$3.19M Sell
226,206
-31,170
-12% -$489K 0.08% 189
2022
Q2 		$3.83M Sell
257,376
-10,674
-4% -$173K 0.09% 181
2022
Q1 		$4.81M Sell
268,050
-5,670
-2% -$100K 0.09% 177
2021
Q4 		$5.19M Sell
273,720
-32,934
-11% -$608K 0.1% 173
2021
Q3 		$5.32M Buy
306,654
+3,780
+1% +$67.4K 0.09% 169
2021
Q2 		$5.25M Sell
302,874
-4,182
-1% -$70.6K 0.09% 169
2021
Q1 		$4.91M Sell
307,056
-31,914
-9% -$500K 0.09% 177
2020
Q4 		$5.14M Buy
338,970
+6,720
+2% +$96.2K 0.09% 173
2020
Q3 		$4.46M Buy
332,250
+5,838
+2% +$77.6K 0.12% 158
2020
Q2 		$4.03M Sell
326,412
-30,942
-9% -$361K 0.12% 162
2020
Q1 		$3.65M Sell
357,354
-5,856
-2% -$71.1K 0.12% 159
2019
Q4 		$4.65M Buy
363,210
+27,174
+8% +$333K 0.12% 170
2019
Q3 		$3.97M Sell
336,036
-16,902
-5% -$199K 0.11% 175
2019
Q2 		$4.13M Buy
352,938
+8,478
+2% +$97.4K 0.12% 180
2019
Q1 		$3.88M Buy
344,460
+7,548
+2% +$81.8K 0.11% 174
2018
Q4 		$3.35M Buy
336,912
+120,594
+56% +$1.29M 0.11% 176
2018
Q3 		$2.51M Buy
216,318
+69,696
+48% +$792K 0.07% 204
2018
Q2 		$1.59M Buy
146,622
+28,824
+24% +$311K 0.05% 234
2018
Q1 		$1.24M Sell
117,798
-6,372
-5% -$69.3K 0.04% 251
2017
Q4 		$1.32M Buy
124,170
+22,680
+22% +$235K 0.04% 246
2017
Q3 		$1.02M Buy
101,490
+16,926
+20% +$166K 0.03% 271
2017
Q2 		$814K Buy
84,564
+48,390
+134% +$462K 0.03% 302
2017
Q1 		$340K Buy
36,174
+26,478
+273% +$245K 0.01% 391
2016
Q4 		$86K Buy
9,696
+354
+4% +$3.07K ﹤0.01% 517
2016
Q3 		$80K Sell
9,342
-3,048
-25% -$26.1K ﹤0.01% 537
2016
Q2 		$103K Buy
12,390
+4,500
+57% +$37K ﹤0.01% 493
2016
Q1 		$64K Sell
7,890
-48,600
-86% -$375K ﹤0.01% 556
2015
Q4 		$457K Buy
+56,490
New +$461K 0.02% 354
2014
Q3 		– Sell
-8,814
Closed -$69K – 1344
2014
Q2 		$69K Buy
+8,814
New +$66.8K ﹤0.01% 615

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

MUFG Americas's SCHX Position: Q4 2022 in Review

MUFG Americas sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2022, closing a stake of 226,206 shares — an estimated $3.19M sold.

MUFG Americas first reported a position in SCHX in Q2 2014 and held it in 29 quarters. The position peaked at $5.32M in Q3 2021. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • MUFG Americas reported no remaining Schwab US Large- Cap ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 226,206 Schwab US Large- Cap ETF shares in Q4 2022, an estimated $3.19M.
  • MUFG Americas first reported a position in Schwab US Large- Cap ETF in Q2 2014 and held it in 29 quarters.
  • MUFG Americas's Schwab US Large- Cap ETF position peaked at $5.32M in Q3 2021.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

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