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FNDA
Showing 8 of 29 quarters

Position history for UBS Group AG's holdings in SCHWAB STRATEGIC TR

UBS Group AG holds 1.5M shares of FNDA (SCHWAB STRATEGIC TR), worth $47.9M as of 2026-Q1. The position was increased (+3.5% shares). FNDA represents 0.0% of UBS Group AG's portfolio.

Current Value

$47.9M

Current Shares

1.5M

Total Value Change

+$21.2M

Total Shares Change

+991,618

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.5M
+3.5%
$47.9M0.0%$34.19
30
2025-Q4
Increased
1.4M
+5.7%
$45M0.0%$31.86
31
2025-Q3
Decreased
1.4M
-6.7%
$42.1M0.0%$30.99
0
2025-Q2
Decreased
1.4M
-23.7%
$41.5M0.0%$28.45
0
2025-Q1
Increased
1.9M
+3.7%
$52M0.0%$27.05
30
2024-Q4
Increased
1.8M
+98.8%
$54.4M0.0%$29.21
47
2024-Q3
Increased
921,085
+89.3%
$54.9M0.0%$29.20
46
2024-Q2
Increased
486,657
+4.9%
$26.7M0.0%$26.88
30

Other major holders of FNDA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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