UBS Group
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UBS Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

UBS Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111M Sell
3,269,280
-5,442
-0.2% -$180K 0.01% 1055
2026
Q1 		$95.4M Buy
3,274,722
+486,861
+17% +$15.1M 0.01% 1091
2025
Q4 		$90.9M Buy
2,787,861
+627,864
+29% +$20.4M 0.01% 1086
2025
Q3 		$68.9M Buy
2,159,997
+74,095
+4% +$2.26M 0.01% 1327
2025
Q2 		$60.9M Buy
2,085,902
+277,849
+15% +$7.35M 0.01% 1337
2025
Q1 		$45.3M Sell
1,808,053
-22,232
-1% -$609K 0.01% 1564
2024
Q4 		$51M Buy
1,830,285
+73,357
+4% +$2.01M 0.01% 1444
2024
Q3 		$45.8M Sell
1,756,928
-15,920
-0.9% -$401K 0.01% 1203
2024
Q2 		$44.7M Sell
1,772,848
-136,788
-7% -$3.23M 0.01% 1103
2024
Q1 		$44.3M Buy
1,909,636
+8,204
+0.4% +$181K 0.01% 1116
2023
Q4 		$39.4M Buy
1,901,432
+11,264
+0.6% +$218K 0.01% 1122
2023
Q3 		$34.4M Sell
1,890,168
-7,128
-0.4% -$134K 0.01% 1083
2023
Q2 		$35.6M Sell
1,897,296
-27,424
-1% -$470K 0.01% 1018
2023
Q1 		$31.4M Sell
1,924,720
-878,736
-31% -$13.3M 0.01% 1063
2022
Q4 		$38.9M Buy
2,803,456
+200,424
+8% +$2.88M 0.01% 959
2022
Q3 		$36.3M Sell
2,603,032
-168,000
-6% -$2.63M 0.02% 883
2022
Q2 		$40.2M Buy
2,771,032
+570,512
+26% +$9.12M 0.02% 864
2022
Q1 		$41.2M Sell
2,200,520
-17,848
-0.8% -$325K 0.01% 955
2021
Q4 		$45.4M Buy
2,218,368
+163,872
+8% +$3.28M 0.01% 1013
2021
Q3 		$38M Buy
2,054,496
+51,784
+3% +$986K 0.01% 1032
2021
Q2 		$36.5M Buy
2,002,712
+254,936
+15% +$4.41M 0.01% 1043
2021
Q1 		$28.4M Sell
1,747,776
-128,080
-7% -$2.08M 0.01% 1198
2020
Q4 		$30.1M Buy
1,875,856
+48,176
+3% +$731K 0.01% 1089
2020
Q3 		$26.3M Buy
1,827,680
+57,944
+3% +$808K 0.01% 996
2020
Q2 		$22.5M Buy
1,769,736
+89,744
+5% +$1.05M 0.01% 1026
2020
Q1 		$16.7M Buy
1,679,992
+15,864
+1% +$181K 0.01% 1074
2019
Q4 		$19.3M Buy
1,664,128
+368,304
+28% +$4.06M 0.01% 1403
2019
Q3 		$13.6M Buy
1,295,824
+10,872
+0.8% +$115K 0.01% 1518
2019
Q2 		$13.4M Sell
1,284,952
-30,544
-2% -$311K 0.01% 1521
2019
Q1 		$13.1M Buy
1,315,496
+22,368
+2% +$212K 0.01% 1462
2018
Q4 		$11.1M Buy
1,293,128
+84,168
+7% +$784K 0.01% 1484
2018
Q3 		$12.4M Buy
1,208,960
+3,224
+0.3% +$32.1K ﹤0.01% 1593
2018
Q2 		$11.4M Buy
1,205,736
+22,672
+2% +$211K ﹤0.01% 1622
2018
Q1 		$10.6M Sell
1,183,064
-329,568
-22% -$3.04M ﹤0.01% 1631
2017
Q4 		$13.4M Buy
1,512,632
+427,616
+39% +$3.68M 0.01% 1502
2017
Q3 		$8.96M Sell
1,085,016
-1,760
-0.2% -$14.3K ﹤0.01% 1698
2017
Q2 		$8.59M Buy
1,086,776
+345,464
+47% +$2.69M ﹤0.01% 1674
2017
Q1 		$5.6M Buy
741,312
+19,344
+3% +$143K ﹤0.01% 1996
2016
Q4 		$5.04M Buy
721,968
+196,296
+37% +$1.36M ﹤0.01% 2080
2016
Q3 		$3.65M Sell
525,672
-2,232
-0.4% -$15.3K ﹤0.01% 2315
2016
Q2 		$3.46M Buy
527,904
+81,752
+18% +$537K ﹤0.01% 2305
2016
Q1 		$2.92M Sell
446,152
-419,864
-48% -$2.6M ﹤0.01% 2340
2015
Q4 		$5.72M Sell
866,016
-325,352
-27% -$2.17M ﹤0.01% 1837
2015
Q3 		$7.44M Buy
1,191,368
+623,224
+110% +$4.15M 0.01% 1605
2015
Q2 		$3.81M Sell
568,144
-17,136
-3% -$117K ﹤0.01% 2345
2015
Q1 		$3.94M Buy
585,280
+47,016
+9% +$312K ﹤0.01% 2281
2014
Q4 		$3.48M Buy
+538,264
New +$3.39M ﹤0.01% 2390

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's SCHG Position: Q2 2026 in Review

UBS Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.17% in Q2 2026, selling an estimated $180K and leaving 3,269,280 shares worth $111M. The position accounts for 0.01% of the portfolio, ranked #1055.

UBS Group first reported a position in SCHG in Q4 2014 and has held it in 47 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • UBS Group held 3,269,280 shares of Schwab US Large-Cap Growth ETF worth $111M as of Q2 2026.
  • UBS Group sold 5,442 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $180K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1055 holding.
  • UBS Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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