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Schwab Strategic Tr schwab fdt us bm shares owned by UBS Group

Quarter-by-quarter ownership of Schwab Strategic Tr schwab fdt us bm (FNDB) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Schwab Strategic Tr schwab fdt us bm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr schwab fdt us bm held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr schwab fdt us bm by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 51k 61.12
2023-09-30 $3.1M 57k 55.09
2023-06-30 $4.2M 74k 56.74
2023-03-31 $4.1M 76k 54.12
2022-12-31 $4.0M 77k 52.62
2022-09-30 $2.9M 63k 45.75
2022-06-30 $4.1M 82k 50.23
2022-03-31 $4.0M 69k 57.75
2021-12-31 $3.4M 59k 58.05
2021-09-30 $2.7M 51k 53.55
2021-06-30 $2.7M 49k 54.39
2021-03-31 $198k 3.9k 51.38
2020-12-31 $181k 4.0k 44.97
2020-09-30 $153k 4.0k 38.01
2020-06-30 $146k 4.0k 36.27
2020-03-31 $124k 4.0k 30.81
2019-12-31 $1.1M 27k 42.14
2019-09-30 $988k 25k 39.11
2019-06-30 $966k 25k 38.67
2019-03-31 $166k 4.4k 37.58
2018-12-31 $920k 28k 33.51
2018-09-30 $70k 1.8k 39.77
2018-06-30 $66k 1.8k 37.50
2018-03-31 $64k 1.8k 36.36
2017-12-31 $66k 1.8k 37.50
2017-09-30 $62k 1.8k 35.23
2017-06-30 $59k 1.8k 33.52
2017-03-31 $59k 1.8k 33.52
2016-12-31 $57k 1.8k 32.39
2016-09-30 $55k 1.8k 31.25
2016-06-30 $53k 1.8k 30.11
2016-03-31 $52k 1.8k 29.55
2015-12-31 $72k 2.5k 28.69
2015-09-30 $127k 4.7k 27.17
2015-03-31 $20k 668 29.94

More positions owned by UBS Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding Schwab Strategic Tr schwab fdt us bm

Financial Consulate
Callan Capital
HighTower Advisors
Systelligence
Sound Stewardship
Opes Wealth Management
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Guardian Financial Partners
CVA Family Office
Leonard Rickey Investment Advisors P
Townsend Asset Management Corp
UBS Group
Flow Traders US
Milestone Investment Advisors

View all funds holding Schwab Strategic Tr schwab fdt us bm