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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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All positions including Ubs Group held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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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
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