UBS AM
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UBS AM’s Schwab US Large- Cap ETF SCHX Stock Holding History

UBS AM’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7M Buy
1,900,806
+1,338,594
+238% +$35.9M 0.01% 631
2025
Q4 		$15.1M Buy
+562,212
New +$15M ﹤0.01% 959
2019
Q4 		– Sell
-993,048
Closed -$11.7M – 2777
2019
Q3 		$11.7M Sell
993,048
-36,504
-4% -$430K 0.01% 909
2019
Q2 		$12M Sell
1,029,552
-456,978
-31% -$5.25M 0.01% 904
2019
Q1 		$16.8M Sell
1,486,530
-212,640
-13% -$2.3M 0.01% 780
2018
Q4 		$16.9M Sell
1,699,170
-60,672
-3% -$651K 0.01% 738
2018
Q3 		$20.4M Sell
1,759,842
-25,608
-1% -$291K 0.02% 748
2018
Q2 		$19.3M Sell
1,785,450
-24,102
-1% -$260K 0.01% 778
2018
Q1 		$19M Sell
1,809,552
-53,184
-3% -$578K 0.02% 772
2017
Q4 		$19.8M Sell
1,862,736
-29,664
-2% -$307K 0.02% 746
2017
Q3 		$18.9M Sell
1,892,400
-54,972
-3% -$540K 0.02% 739
2017
Q2 		$18.7M Sell
1,947,372
-670,698
-26% -$6.4M 0.02% 762
2017
Q1 		$24.6M Buy
2,618,070
+2,613,630
+58,866% +$24.2M 0.03% 647
2016
Q4 		$39K Buy
+4,440
New +$38.6K ﹤0.01% 2324

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS AM's SCHX Position: Q1 2026 in Review

UBS AM increased its Schwab US Large- Cap ETF (SCHX) stake by 238% in Q1 2026, buying an estimated $35.9M and bringing the position to 1,900,806 shares worth $48.7M. The position accounts for 0.01% of the portfolio, ranked #631.

UBS AM first reported a position in SCHX in Q4 2016 and has held it in 14 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • UBS AM held 1,900,806 shares of Schwab US Large- Cap ETF worth $48.7M as of Q1 2026.
  • UBS AM bought 1,338,594 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $35.9M.
  • Schwab US Large- Cap ETF made up 0.01% of UBS AM's portfolio in Q1 2026, its #631 holding.
  • UBS AM first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 14 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.