Schwab Strategic Tr shares owned by UBS Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Schwab Strategic Tr
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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 |
|---|---|---|---|
| 2025-09-30 | $246k | 8.8k | 27.94 |
| 2025-06-30 | $244k | 8.9k | 27.35 |
| 2024-12-31 | $2.3k | 99 | 23.12 |
| 2024-09-30 | $64k | 2.5k | 26.17 |
| 2024-03-31 | $62k | 2.5k | 24.26 |
| 2023-12-31 | $83k | 3.4k | 24.59 |
| 2023-09-30 | $6.6k | 287 | 23.00 |
| 2023-06-30 | $27k | 1.1k | 23.94 |