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Schwab Strategic Tr us dividend eq shares owned by UBS Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 us dividend eq by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $356M 4.7M 76.00
2023-09-30 $348M 4.9M 71.00
2023-06-30 $364M 5.0M 73.00
2023-03-31 $354M 4.8M 73.16
2022-12-31 $355M 4.7M 75.54
2022-09-30 $427M 3.8M 111.11
2022-06-30 $268M 3.7M 71.64
2022-03-31 $267M 3.4M 78.89
2021-12-31 $215M 2.7M 80.83
2021-09-30 $179M 2.4M 74.24
2021-06-30 $178M 2.4M 75.62
2021-03-31 $168M 2.3M 72.92
2020-12-31 $144M 2.2M 64.14
2020-09-30 $165M 3.0M 55.30
2020-06-30 $153M 3.0M 51.75
2020-03-31 $117M 2.6M 44.98
2019-12-31 $157M 2.7M 57.92
2019-09-30 $144M 2.6M 54.78
2019-06-30 $136M 2.6M 53.07
2019-03-31 $125M 2.4M 52.28
2018-12-31 $93M 2.0M 46.97
2018-09-30 $110M 2.1M 53.00
2018-06-30 $102M 2.1M 49.29
2018-03-31 $54M 1.1M 49.03
2017-12-31 $48M 939k 51.17
2017-09-30 $38M 812k 46.80
2017-06-30 $37M 824k 45.10
2017-03-31 $34M 768k 44.58
2016-12-31 $32M 728k 43.57
2016-09-30 $26M 615k 42.31
2016-06-30 $23M 565k 41.44
2016-03-31 $21M 516k 40.09
2015-12-31 $18M 474k 38.56
2015-09-30 $2.6M 73k 35.95
2015-03-31 $2.1M 54k 39.42

More positions owned by UBS Group

Microsoft Corporation (MSFT)
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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 us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq