UBS Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by UBS Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by UBS Group

Quarter filed Position value Share count Share price at filing
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

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 aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b