Schroder Investment Management Group

Schroder Investment Management Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Schroder Investment Management Group’s Portfolio HTAB Stock Details HTAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-487,500	Closed	-$10.6M	–	1562
2020 Q4	$10.6M	Hold	487,500	–	–	0.02%	615
2020 Q3	$10.6M	Hold	487,500	–	–	0.02%	575
2020 Q2	$10.5M	Hold	487,500	–	–	0.02%	556
2020 Q1	$10.1M	Hold	487,500	–	–	0.02%	538
2019 Q4	$10.2M	Hold	487,500	–	–	0.02%	630
2019 Q3	$10.3M	Hold	487,500	–	–	0.02%	615
2019 Q2	$10.2M	Hold	487,500	–	–	0.02%	582
2019 Q1	$10.1M	Hold	487,500	–	–	0.02%	579
2018 Q4	$9.75K	Hold	487,500	–	–	0.02%	563
2018 Q3	$9.66M	Buy	+487,500	New	+$9.69M	0.02%	607

Other funds holding HTAB

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return