Charles Schwab Corporation shares owned by UBS Group
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Charles Schwab Corporation
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All positions including Charles Schwab Corporation held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Charles Schwab Corporation by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $753M | 10M | 72.34 |
| 2023-12-31 | $279M | 4.1M | 68.79 |
| 2023-09-30 | $350M | 6.4M | 54.90 |
| 2023-06-30 | $393M | 6.9M | 56.68 |
| 2023-03-31 | $320M | 6.1M | 52.38 |
| 2022-12-31 | $170M | 2.0M | 83.26 |
| 2022-09-30 | $161M | 2.1M | 76.92 |
| 2022-06-30 | $267M | 4.2M | 63.18 |
| 2022-03-31 | $199M | 2.3M | 85.00 |
| 2021-12-31 | $299M | 3.6M | 84.00 |
| 2021-09-30 | $163M | 2.3M | 72.00 |
| 2021-06-30 | $180M | 2.5M | 72.00 |
| 2021-03-31 | $141M | 2.2M | 65.18 |
| 2020-12-31 | $135M | 2.5M | 54.00 |
| 2020-09-30 | $38M | 1.1M | 36.00 |
| 2020-06-30 | $53M | 1.6M | 34.00 |
| 2020-03-31 | $51M | 1.5M | 33.62 |
| 2019-12-31 | $66M | 1.4M | 47.56 |
| 2019-09-30 | $68M | 1.6M | 41.84 |
| 2019-06-30 | $56M | 1.4M | 40.00 |
| 2019-03-31 | $69M | 1.6M | 42.73 |
| 2018-12-31 | $66M | 1.6M | 42.00 |
| 2018-09-30 | $120M | 2.5M | 49.00 |
| 2018-06-30 | $124M | 2.4M | 51.10 |
| 2018-03-31 | $128M | 2.5M | 52.23 |
| 2017-12-31 | $147M | 2.9M | 51.37 |
| 2017-09-30 | $100M | 2.3M | 43.74 |
| 2017-06-30 | $93M | 2.2M | 42.96 |
| 2017-03-31 | $57M | 1.4M | 40.81 |
| 2016-12-31 | $65M | 1.6M | 39.47 |
| 2016-09-30 | $60M | 1.9M | 31.57 |
| 2016-06-30 | $35M | 1.4M | 25.44 |
| 2016-03-31 | $42M | 1.5M | 27.82 |
| 2015-12-31 | $82M | 2.5M | 32.93 |
| 2015-09-30 | $64M | 2.3M | 28.00 |
| 2015-03-31 | $77M | 2.6M | 30.00 |