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Schwab Strategic Tr shares owned by UBS Group

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

Historical chart of UBS Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $691 27 25.59
2025-03-31 $245k 9.6k 25.59

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View all positions for UBS Group

Top funds holding Schwab Strategic Tr

Sixth Street Partners Management Company
Charles Schwab Investment Management
Breakwater Investment Management
Citadel Advisors
ATX Financial Planning
Susquehanna International
LPL Financial
Camarda Wealth Advisory
Jane Street
Goldman Sachs Group
Compass Financial Group
Acorn Wealth Advisors
EP Wealth Advisors
Mercer Global Advisors
Larson Financial Group

View all funds holding Schwab Strategic Tr