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
Q2 		$331M Sell
11,427,853
-409,136
-3% -$11.5M 0.06% 271
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 – 2717
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

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

UBS AM's SCHB Position: Q2 2026 in Review

UBS AM reduced its Schwab US Broad Market ETF (SCHB) stake by 3.5% in Q2 2026, selling an estimated $11.5M and leaving 11,427,853 shares worth $331M. The position accounts for 0.06% of the portfolio, ranked #271.

UBS AM first reported a position in SCHB in Q1 2018 and has held it in 11 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • UBS AM held 11,427,853 shares of Schwab US Broad Market ETF worth $331M as of Q2 2026.
  • UBS AM sold 409,136 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.5M.
  • Schwab US Broad Market ETF made up 0.06% of UBS AM's portfolio in Q2 2026, its #271 holding.
  • UBS AM first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 11 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.