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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297M Buy
11,836,989
+8,883,163
+301% +$233M 0.06% 272
2025
Q4 		$77.5M Buy
+2,953,826
New +$76.9M 0.02% 535
2022
Q4 		– Sell
-7,737,867
Closed -$108M – 2721
2022
Q3 		$108M Buy
+7,737,867
New +$120M 0.06% 349
2019
Q4 		– Sell
-10,680
Closed -$126K – 2768
2019
Q3 		$126K Hold
10,680
– – ﹤0.01% 2638
2019
Q2 		$126K Buy
10,680
+6,354
+147% +$73.4K ﹤0.01% 2619
2019
Q1 		$49.1K Hold
4,326
– – ﹤0.01% 2611
2018
Q4 		$43.2K Sell
4,326
-5,904
-58% -$63.8K ﹤0.01% 2575
2018
Q3 		$120K Hold
10,230
– – ﹤0.01% 2512
2018
Q2 		$113K Hold
10,230
– – ﹤0.01% 2551
2018
Q1 		$109K Buy
+10,230
New +$112K ﹤0.01% 2451

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