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

UBS Group AG holds 2.3M shares of SCHM (SCHWAB STRATEGIC TR), worth $84.3M as of 2026-Q2. The position was decreased (-0.5% shares). SCHM represents 0.0% of UBS Group AG's portfolio.

Current Value

$84.3M

Current Shares

2.3M

Total Value Change

-$39.2M

Total Shares Change

+799,473

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-0.5%
$84.3M0.0%$36.87
0
2026-Q1
Increased
2.3M
+141.3%
$71.1M0.0%$32.49
48
2025-Q4
Decreased
951,937
-0.2%
$28.6M0.0%$30.38
0
2025-Q3
Increased
954,255
+0.8%
$28.3M0.0%$29.49
29
2025-Q2
Decreased
946,333
-81.6%
$26.5M0.0%$27.71
0
2025-Q1
Increased
5.1M
+18.6%
$134.9M0.0%$25.85
36
2024-Q4
Increased
4.3M
+192.2%
$120.3M0.0%$27.25
49
2024-Q3
Decreased
1.5M
-1.9%
$123.5M0.0%$27.17
0

Other major holders of SCHM: Financial Engines Advisors L.L.C.

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