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Schwab Strategic Tr shares owned by UBS Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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 $5.6k 219 25.72
2025-06-30 $5.3k 208 25.47

More positions owned by UBS Group

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

View all positions for UBS Group

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr