Ubs Group shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 220k | 30.91 |
| 2024-06-30 | $5.5M | 187k | 29.54 |
| 2024-03-31 | $4.7M | 152k | 30.72 |
| 2023-12-31 | $3.5M | 114k | 30.90 |
| 2023-09-30 | $2.1M | 85k | 24.65 |
| 2023-06-30 | $887k | 44k | 20.27 |
| 2023-03-31 | $462k | 22k | 21.34 |
| 2022-12-31 | $293k | 16k | 18.67 |
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