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Schwab Strategic Tr us lrg cap etf shares owned by UBS Group

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 lrg cap etf by UBS Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $405M 6.5M 62.06
2023-12-31 $400M 7.1M 56.40
2023-09-30 $379M 7.5M 50.60
2023-06-30 $399M 7.6M 52.37
2023-03-31 $379M 7.8M 48.37
2022-12-31 $355M 7.9M 45.15
2022-09-30 $346M 8.2M 42.35
2022-06-30 $369M 8.3M 44.66
2022-03-31 $457M 8.5M 53.85
2021-12-31 $485M 4.3M 113.82
2021-09-30 $458M 4.4M 104.03
2021-06-30 $446M 4.3M 103.97
2021-03-31 $390M 4.1M 96.03
2020-12-31 $352M 3.9M 90.95
2020-09-30 $332M 4.1M 80.63
2020-06-30 $283M 3.8M 74.10
2020-03-31 $171M 2.8M 61.25
2019-12-31 $172M 2.3M 74.53
2019-09-30 $136M 1.9M 70.93
2019-06-30 $105M 1.5M 70.19
2019-03-31 $73M 1.1M 67.59
2018-12-31 $48M 797k 59.70
2018-09-30 $39M 555k 69.52
2018-06-30 $19M 291k 64.99
2018-03-31 $4.5M 71k 63.83
2017-12-31 $2.6M 40k 63.58
2017-09-30 $1.9M 32k 60.05
2017-06-30 $2.0M 35k 57.78
2017-03-31 $1.5M 26k 56.28
2016-12-31 $329k 6.2k 53.34
2016-09-30 $4.3M 84k 51.63
2016-06-30 $426k 8.5k 49.79
2016-03-31 $1.6M 32k 48.78
2015-12-31 $461k 9.5k 48.60
2015-09-30 $2.1M 46k 45.78
2015-03-31 $1.8M 37k 50.00

More positions owned by UBS Group

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

View all positions for UBS Group

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Us Bancorp
Sei Investments
HBK Sorce Advisory
Sage Financial
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
HPM Partners
Envestnet Asset Management
Campbell Wealth Management
Mercer Global Advisors
Diversified
Prime Capital Investment Advisors
HighTower Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf