UBS Group
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UBS Group’s Schwab 1000 Index ETF SCHK Stock Holding History

UBS Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$152K Sell
4,847
-4,610
-49% -$151K ﹤0.01% 6783
2025
Q4 		$310K Buy
9,457
+257
+3% +$8.36K ﹤0.01% 6343
2025
Q3 		$296K Buy
9,200
+100
+1% +$3.1K ﹤0.01% 6444
2025
Q2 		$271K Sell
9,100
-150
-2% -$4.13K ﹤0.01% 6509
2025
Q1 		$249K Sell
9,250
-50
-0.5% -$1.42K ﹤0.01% 6387
2024
Q4 		$263K Buy
9,300
+4,098
+79% +$117K ﹤0.01% 6286
2024
Q3 		$144K Buy
5,202
+3,908
+302% +$104K ﹤0.01% 6099
2024
Q2 		$33.9K Hold
1,294
– – ﹤0.01% 6984
2024
Q1 		$32.8K Buy
+1,294
New +$31.2K ﹤0.01% 6694
2023
Q4 		– Sell
-694
Closed -$14.3K – 9809
2023
Q3 		$14.3K Sell
694
-8,748
-93% -$188K ﹤0.01% 6958
2023
Q2 		$202K Buy
+9,442
New +$191K ﹤0.01% 5473
2022
Q2 		– Sell
-2,092
Closed -$46K – 10857
2022
Q1 		$46K Sell
2,092
-4,158
-67% -$90.2K ﹤0.01% 6582
2021
Q4 		$146K Buy
+6,250
New +$142K ﹤0.01% 5957
2021
Q2 		– Sell
-4,958
Closed -$98K – 9762
2021
Q1 		$98K Buy
+4,958
New +$95.7K ﹤0.01% 5985
2020
Q4 		– Sell
-1,108
Closed -$18K – 8700
2020
Q3 		$18K Sell
1,108
-4,890
-82% -$79.8K ﹤0.01% 6400
2020
Q2 		$91K Buy
5,998
+1,192
+25% +$17.1K ﹤0.01% 5374
2020
Q1 		$60K Hold
4,806
– – ﹤0.01% 5679
2019
Q4 		$76K Hold
4,806
– – ﹤0.01% 6133
2019
Q3 		$70K Sell
4,806
-2,604
-35% -$37.9K ﹤0.01% 5990
2019
Q2 		$107K Buy
7,410
+2,604
+54% +$36.9K ﹤0.01% 5329
2019
Q1 		$67K Sell
4,806
-15,174
-76% -$203K ﹤0.01% 5348
2018
Q4 		$245K Buy
19,980
+19,276
+2,738% +$255K ﹤0.01% 4807
2018
Q3 		$10K Sell
704
-4,666
-87% -$65.5K ﹤0.01% 7175
2018
Q2 		$72K Buy
+5,370
New +$71.6K ﹤0.01% 5697

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group's SCHK Position: Q1 2026 in Review

UBS Group reduced its Schwab 1000 Index ETF (SCHK) stake by 49% in Q1 2026, selling an estimated $151K and leaving 4,847 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #6783.

UBS Group first reported a position in SCHK in Q2 2018 and has held it in 24 quarters since. The position peaked at $310K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • UBS Group held 4,847 shares of Schwab 1000 Index ETF worth $152K as of Q1 2026.
  • UBS Group sold 4,610 Schwab 1000 Index ETF shares in Q1 2026, an estimated $151K.
  • Schwab 1000 Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6783 holding.
  • UBS Group first reported a position in Schwab 1000 Index ETF in Q2 2018 and has held it in 24 quarters since.
  • UBS Group's Schwab 1000 Index ETF position peaked at $310K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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