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Schwab Strategic Tr shares owned by UBS Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Schwab Strategic Tr

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025010k20k30k40k50k0500100015002000
Value ($)Share countHistorical SAEF position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr 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 by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.7k 359 26.96
2024-09-30 $823 31 26.55
2024-06-30 $735 31 23.74
2023-12-31 $30k 1.3k 23.33
2023-09-30 $47k 2.3k 20.37
2023-06-30 $8.9k 400 22.27
2022-12-31 $1.4k 70 19.90
2022-06-30 $22k 1.2k 19.11
2021-12-31 $11k 449 24.50

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding Schwab Strategic Tr

Wealth Enhancement Advisory Services
Sonoma Private Wealth
UBS Group
Royal Bank of Canada

View all funds holding Schwab Strategic Tr