UBS AM
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UBS AM’s Schwab US Broad Market ETF SCHB Stock Holding History

UBS AM’s Portfolio SCHB Stock Details SCHB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$77.5M Buy
2022
Q4 		– Sell
2022
Q3 		$108M Buy
2019
Q4 		– Sell
2019
Q3 		$126K Hold
2019
Q2 		$126K Buy
2019
Q1 		$49.1K Hold
2018
Q4 		$43.2K Sell
2018
Q3 		$120K Hold
2018
Q2 		$113K Hold
2018
Q1 		$109K Buy