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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
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

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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 lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf