MUFG Americas’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MUFG Americas’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-28	Closed	-$1K	–	928
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	729
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	797
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	810
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	835
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	679
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	677
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	759
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	650
2020 Q2	$11.7M	Buy	+28	New	+$779	0.34%	82
2016 Q1	–	Sell	-5,200	Closed	-$134K	–	1233
2015 Q4	$134K	Buy	+5,200	New	+$135K	﹤0.01%	477

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MUFG Americas's SCHZ Position: Q3 2022 in Review

MUFG Americas sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

MUFG Americas first reported a position in SCHZ in Q4 2015 and held it in 10 quarters. The position peaked at $11.7M in Q2 2020. 504 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

MUFG Americas reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
MUFG Americas sold 28 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $1K.
MUFG Americas first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 10 quarters.
MUFG Americas's Schwab US Aggregate Bond ETF position peaked at $11.7M in Q2 2020.
504 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

Based on MUFG Americas's 13F filing for Q3 2022, filed 1 Nov 2022.