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FNDBFNDB
30 quarters

Position history for UBS Group AGUBS Group AG's holdings in SCHWAB FUNDAMENTAL BROAD MKT

UBS Group AG holds 111,614 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $3.4M as of 2026-Q2. The position was decreased (-3.8% shares). FNDB represents 0.0% of UBS Group AG's portfolio.

Current Value

$3.4M

Current Shares

111,614

Total Value Change

+$3.2M

Total Shares Change

+107,197

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
111,614
-3.8%
$3.4M0.0%$30.46
0
2026-Q1
Increased
116,058
+3.4%
$3.2M0.0%$28.06
27
2025-Q4
Decreased
112,268
-1.4%
$3M0.0%$26.75
0
2025-Q3
Decreased
113,832
-1.6%
$2.9M0.0%$25.58
0
2025-Q2
Increased
115,672
+6.0%
$2.8M0.0%$23.67
28
2025-Q1
Increased
109,108
+6.4%
$2.5M0.0%$22.55
28
2024-Q4
Increased
102,529
+157.5%
$2.4M0.0%$22.83
42
2024-Q3
Decreased
39,816
-5.8%
$2.8M0.0%$22.90
0
2024-Q2
Decreased
42,250
-14.8%
$2.8M0.0%$21.29
0
2024-Q1
Decreased
49,598
-1.8%
$3.3M0.0%$21.41
0
2023-Q4
Decreased
50,500
-10.9%
$3.1M0.0%$19.66
0
2023-Q3
Decreased
56,704
-23.7%
$3.1M0.0%$17.63
0
2023-Q2
Decreased
74,281
-2.1%
$4.2M0.0%$17.89
0
2023-Q1
Decreased
75,905
-0.9%
$4.1M0.0%$16.93
0
2022-Q4
Increased
76,581
+21.5%
$4M0.0%$16.60
32
2022-Q3
Decreased
63,029
-23.3%
$3M0.0%$14.97
0
2022-Q2
Increased
82,161
+19.3%
$4.1M0.0%$15.80
32
2022-Q1
Increased
68,862
+17.4%
$4M0.0%$18.19
31
2021-Q4
Increased
58,677
+15.4%
$3.4M0.0%$17.95
30
2021-Q3
Increased
50,865
+3.3%
$2.7M0.0%$16.74
27
2021-Q2
Increased
49,256
+1178.0%
$2.7M0.0%$16.58
42
2021-Q1
Decreased
3,854
-4.3%
$198,0000.0%$15.71
0
2020-Q4
Unchanged
4,025
0.0%
$181,0000.0%$13.58
0
2020-Q3
Unchanged
4,025
0.0%
$153,0000.0%$11.42
0
2020-Q2
Unchanged
4,025
0.0%
$146,0000.0%$10.72
0
2020-Q1
Decreased
4,025
-85.1%
$124,0000.0%$9.29
0
2019-Q4
Increased
26,981
+6.8%
$1.1M0.0%$12.45
27
2019-Q3
Increased
25,262
+1.1%
$988,0000.0%$11.44
25
2019-Q2
Increased
24,980
+465.5%
$966,0000.0%$11.30
40
2019-Q1
New
4,417
-
$166,0000.0%$10.93
31

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC

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