UBS Group
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UBS Group’s Schwab US REIT ETF SCHH Stock Holding History

UBS Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5M Sell
489,474
-48,926
-9% -$1.07M ﹤0.01% 3271
2025
Q4 		$11.2M Buy
538,400
+162,982
+43% +$3.46M ﹤0.01% 3166
2025
Q3 		$8.1M Sell
375,418
-13,809
-4% -$295K ﹤0.01% 3530
2025
Q2 		$8.24M Buy
389,227
+4,764
+1% +$99.8K ﹤0.01% 3304
2025
Q1 		$8.27M Sell
384,463
-412,969
-52% -$8.83M ﹤0.01% 3251
2024
Q4 		$16.8M Buy
797,432
+215,851
+37% +$4.82M ﹤0.01% 2518
2024
Q3 		$13.5M Sell
581,581
-85,953
-13% -$1.88M ﹤0.01% 2127
2024
Q2 		$13.3M Sell
667,534
-32,001
-5% -$624K ﹤0.01% 2002
2024
Q1 		$14.2M Sell
699,535
-11,153
-2% -$224K ﹤0.01% 1966
2023
Q4 		$14.7M Buy
710,688
+155,485
+28% +$2.89M ﹤0.01% 1807
2023
Q3 		$9.85M Buy
555,203
+4,940
+0.9% +$95K ﹤0.01% 1993
2023
Q2 		$10.7M Buy
550,263
+94,761
+21% +$1.82M ﹤0.01% 1913
2023
Q1 		$8.88M Buy
455,502
+100,127
+28% +$2.01M ﹤0.01% 1975
2022
Q4 		$6.86M Buy
355,375
+45,762
+15% +$881K ﹤0.01% 2205
2022
Q3 		$5.79M Buy
309,613
+894
+0.3% +$19.3K ﹤0.01% 2229
2022
Q2 		$6.51M Buy
308,719
+26,174
+9% +$602K ﹤0.01% 2155
2022
Q1 		$7.03M Sell
282,545
-28,433
-9% -$686K ﹤0.01% 2226
2021
Q4 		$8.19M Buy
310,978
+52,832
+20% +$1.3M ﹤0.01% 2326
2021
Q3 		$5.9M Buy
258,146
+226,162
+707% +$5.39M ﹤0.01% 2501
2021
Q2 		$732K Buy
31,984
+2,148
+7% +$47.8K ﹤0.01% 4443
2021
Q1 		$613K Buy
29,836
+15,838
+113% +$310K ﹤0.01% 4715
2020
Q4 		$266K Sell
13,998
-1,936
-12% -$35.8K ﹤0.01% 5055
2020
Q3 		$282K Sell
15,934
-180,808
-92% -$3.25M ﹤0.01% 4587
2020
Q2 		$3.46M Buy
196,742
+167,246
+567% +$2.9M ﹤0.01% 2370
2020
Q1 		$483K Sell
29,496
-38,286
-56% -$817K ﹤0.01% 3985
2019
Q4 		$1.56M Buy
67,782
+10,508
+18% +$245K ﹤0.01% 3798
2019
Q3 		$1.35M Sell
57,274
-1,598
-3% -$36.6K ﹤0.01% 3689
2019
Q2 		$1.31M Buy
58,872
+7,100
+14% +$158K ﹤0.01% 3527
2019
Q1 		$1.15M Buy
51,772
+3,746
+8% +$79.5K ﹤0.01% 3469
2018
Q4 		$925K Sell
48,026
-79,136
-62% -$1.62M ﹤0.01% 3745
2018
Q3 		$2.65M Buy
127,162
+3,782
+3% +$79.9K ﹤0.01% 2954
2018
Q2 		$2.58M Buy
123,380
+2,602
+2% +$51.5K ﹤0.01% 2928
2018
Q1 		$2.31M Sell
120,778
-106,634
-47% -$2.06M ﹤0.01% 3014
2017
Q4 		$4.73M Buy
227,412
+19,864
+10% +$413K ﹤0.01% 2403
2017
Q3 		$4.27M Buy
207,548
+15,710
+8% +$324K ﹤0.01% 2363
2017
Q2 		$3.95M Buy
191,838
+6,884
+4% +$141K ﹤0.01% 2362
2017
Q1 		$3.77M Buy
184,954
+33,708
+22% +$690K ﹤0.01% 2339
2016
Q4 		$3.1M Buy
151,246
+51,772
+52% +$1.04M ﹤0.01% 2518
2016
Q3 		$2.12M Buy
99,474
+53,086
+114% +$1.16M ﹤0.01% 2787
2016
Q2 		$1.01M Sell
46,388
-6,486
-12% -$134K ﹤0.01% 3372
2016
Q1 		$1.09M Buy
52,874
+4,596
+10% +$88.4K ﹤0.01% 3171
2015
Q4 		$957K Sell
48,278
-6,830
-12% -$133K ﹤0.01% 3440
2015
Q3 		$1.02M Buy
55,108
+9,646
+21% +$181K ﹤0.01% 3330
2015
Q2 		$826K Sell
45,462
-39,190
-46% -$755K ﹤0.01% 3722
2015
Q1 		$1.72M Sell
84,652
-75,516
-47% -$1.54M ﹤0.01% 3071
2014
Q4 		$3.12M Buy
+160,168
New +$3M ﹤0.01% 2490

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

UBS Group's SCHH Position: Q1 2026 in Review

UBS Group reduced its Schwab US REIT ETF (SCHH) stake by 9.1% in Q1 2026, selling an estimated $1.07M and leaving 489,474 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

UBS Group first reported a position in SCHH in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.8M in Q4 2024. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.

  • UBS Group held 489,474 shares of Schwab US REIT ETF worth $10.5M as of Q1 2026.
  • UBS Group sold 48,926 Schwab US REIT ETF shares in Q1 2026, an estimated $1.07M.
  • Schwab US REIT ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3271 holding.
  • UBS Group first reported a position in Schwab US REIT ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Schwab US REIT ETF position peaked at $16.8M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.

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