UBS AM
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UBS AM’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

UBS AM’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.9M Buy
306,125
+197,966
+183% +$5.93M ﹤0.01% 1243
2025
Q4 		$3.08M Buy
+108,159
New +$3.05M ﹤0.01% 1696
2022
Q4 		– Sell
-4,692,638
Closed -$88.7M – 2720
2022
Q3 		$88.7M Buy
+4,692,638
New +$98.1M 0.05% 401
2019
Q4 		– Sell
-99,448
Closed -$1.73M – 2767
2019
Q3 		$1.73M Sell
99,448
-1,124
-1% -$19.8K ﹤0.01% 1680
2019
Q2 		$1.8M Buy
100,572
+27,544
+38% +$487K ﹤0.01% 1649
2019
Q1 		$1.28M Sell
73,028
-7,320
-9% -$125K ﹤0.01% 1718
2018
Q4 		$1.22M Buy
80,348
+77,612
+2,837% +$1.31M ﹤0.01% 1669
2018
Q3 		$52.1K Buy
+2,736
New +$52.2K ﹤0.01% 2566

Other funds holding SCHA

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Bank of America
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return