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

UBS Group’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
2017
Q1 		– Sell
-800
Closed -$12K – 7921
2016
Q4 		$12K Buy
+800
New +$11.8K ﹤0.01% 6822

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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 $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's SCHA Position: Q1 2026 in Review

UBS Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 27% in Q1 2026, buying an estimated $33.2M and bringing the position to 5,129,724 shares worth $149M. The position accounts for 0.02% of the portfolio, ranked #771.

UBS Group first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • UBS Group held 5,129,724 shares of Schwab U.S Small- Cap ETF worth $149M as of Q1 2026.
  • UBS Group bought 1,106,281 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $33.2M.
  • Schwab U.S Small- Cap ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #771 holding.
  • UBS Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.