Schwab Strategic Tr us aggregate b shares owned by UBS Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 691k | 23.47 |
| 2025-06-30 | $31M | 1.4M | 23.24 |
| 2025-03-31 | $28M | 1.2M | 23.16 |
| 2024-12-31 | $7.8M | 343k | 22.70 |
| 2024-09-30 | $8.1M | 170k | 47.52 |
| 2024-06-30 | $7.7M | 169k | 45.58 |
| 2024-03-31 | $7.8M | 170k | 46.00 |
| 2023-12-31 | $5.7M | 123k | 46.62 |
| 2023-09-30 | $8.7M | 196k | 44.23 |
| 2023-06-30 | $5.1M | 111k | 46.16 |
| 2023-03-31 | $5.2M | 111k | 46.91 |
| 2022-12-31 | $5.2M | 114k | 45.65 |
| 2022-09-30 | $9.0M | 198k | 45.31 |
| 2022-06-30 | $5.8M | 121k | 47.87 |
| 2022-03-31 | $5.7M | 113k | 50.48 |
| 2021-12-31 | $6.1M | 114k | 53.90 |
| 2021-09-30 | $6.0M | 111k | 54.26 |
| 2021-06-30 | $6.2M | 113k | 54.60 |
| 2021-03-31 | $6.3M | 117k | 53.95 |
| 2020-12-31 | $6.5M | 116k | 56.03 |
| 2020-09-30 | $7.8M | 140k | 56.08 |
| 2020-06-30 | $6.3M | 111k | 56.24 |
| 2020-03-31 | $4.2M | 77k | 54.27 |
| 2019-12-31 | $4.1M | 76k | 53.43 |
| 2019-09-30 | $4.0M | 75k | 53.85 |
| 2019-06-30 | $4.1M | 78k | 53.00 |
| 2019-03-31 | $3.7M | 72k | 51.88 |
| 2018-12-31 | $3.3M | 66k | 50.58 |
| 2018-09-30 | $3.6M | 72k | 50.25 |
| 2018-06-30 | $3.6M | 70k | 50.97 |
| 2018-03-31 | $3.5M | 68k | 51.02 |
| 2017-12-31 | $2.8M | 53k | 52.04 |
| 2017-09-30 | $3.1M | 60k | 52.35 |
| 2017-06-30 | $2.4M | 46k | 52.25 |
| 2017-03-31 | $2.1M | 41k | 51.79 |
| 2016-12-31 | $2.0M | 39k | 51.50 |
| 2016-09-30 | $1.3M | 24k | 53.66 |
| 2016-06-30 | $1.7M | 31k | 53.72 |
| 2016-03-31 | $1.6M | 31k | 52.83 |
| 2015-12-31 | $881k | 17k | 51.50 |
| 2015-09-30 | $884k | 17k | 52.14 |
| 2015-03-31 | $920k | 17k | 52.98 |
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