UBS Group
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UBS Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

UBS Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.1M Buy
2,296,605
+1,344,668
+141% +$42.8M 0.01% 1307
2025
Q4 		$28.6M Sell
951,937
-2,318
-0.2% -$69.1K ﹤0.01% 2225
2025
Q3 		$28.3M Buy
954,255
+7,922
+0.8% +$231K ﹤0.01% 2196
2025
Q2 		$26.5M Sell
946,333
-4,202,003
-82% -$111M ﹤0.01% 2087
2025
Q1 		$135M Buy
5,148,336
+806,243
+19% +$22.5M 0.02% 726
2024
Q4 		$120M Sell
4,342,093
-115,796
-3% -$3.3M 0.02% 797
2024
Q3 		$123M Sell
4,457,889
-85,224
-2% -$2.27M 0.03% 625
2024
Q2 		$118M Sell
4,543,113
-123,141
-3% -$3.22M 0.03% 566
2024
Q1 		$127M Sell
4,666,254
-46,689
-1% -$1.19M 0.03% 539
2023
Q4 		$118M Sell
4,712,943
-112,311
-2% -$2.57M 0.04% 504
2023
Q3 		$109M Sell
4,825,254
-12,420
-0.3% -$294K 0.04% 468
2023
Q2 		$115M Sell
4,837,674
-22,968
-0.5% -$518K 0.04% 443
2023
Q1 		$110M Sell
4,860,642
-105,498
-2% -$2.43M 0.04% 425
2022
Q4 		$109M Sell
4,966,140
-270,378
-5% -$5.93M 0.04% 456
2022
Q3 		$106M Sell
5,236,518
-7,332
-0.1% -$164K 0.05% 417
2022
Q2 		$110M Sell
5,243,850
-145,209
-3% -$3.35M 0.05% 413
2022
Q1 		$136M Buy
5,389,059
+75,096
+1% +$1.88M 0.05% 408
2021
Q4 		$142M Sell
5,313,963
-12,375
-0.2% -$330K 0.04% 454
2021
Q3 		$136M Buy
5,326,338
+170,451
+3% +$4.45M 0.04% 428
2021
Q2 		$135M Buy
5,155,887
+257,193
+5% +$6.64M 0.04% 418
2021
Q1 		$122M Sell
4,898,694
-139,515
-3% -$3.38M 0.04% 433
2020
Q4 		$115M Buy
5,038,209
+233,211
+5% +$4.86M 0.04% 436
2020
Q3 		$88.9M Buy
4,804,998
+306,114
+7% +$5.67M 0.03% 439
2020
Q2 		$78.9M Buy
4,498,884
+438,528
+11% +$7.15M 0.03% 437
2020
Q1 		$57.1M Buy
4,060,356
+863,121
+27% +$15.8M 0.03% 496
2019
Q4 		$64.1M Buy
3,197,235
+368,583
+13% +$7.14M 0.02% 629
2019
Q3 		$53.3M Buy
2,828,652
+441,669
+19% +$8.34M 0.02% 663
2019
Q2 		$45.4M Buy
2,386,983
+426,195
+22% +$7.97M 0.02% 715
2019
Q1 		$36.2M Buy
1,960,788
+310,599
+19% +$5.55M 0.02% 804
2018
Q4 		$26.4M Buy
1,650,189
+250,302
+18% +$4.37M 0.01% 901
2018
Q3 		$27M Buy
1,399,887
+141,054
+11% +$2.69M 0.01% 1012
2018
Q2 		$23M Buy
1,258,833
+428,406
+52% +$7.75M 0.01% 1082
2018
Q1 		$14.6M Buy
830,427
+103,758
+14% +$1.86M 0.01% 1380
2017
Q4 		$12.9M Buy
726,669
+78,996
+12% +$1.36M 0.01% 1526
2017
Q3 		$10.8M Buy
647,673
+24,948
+4% +$406K 0.01% 1561
2017
Q2 		$10M Buy
622,725
+5,751
+0.9% +$91.4K 0.01% 1543
2017
Q1 		$9.73M Buy
616,974
+105,717
+21% +$1.65M 0.01% 1519
2016
Q4 		$7.69M Sell
511,257
-3,810
-0.7% -$55.7K ﹤0.01% 1718
2016
Q3 		$7.47M Sell
515,067
-918
-0.2% -$13.3K ﹤0.01% 1658
2016
Q2 		$7.23M Sell
515,985
-37,659
-7% -$519K ﹤0.01% 1633
2016
Q1 		$7.49M Buy
553,644
+336,837
+155% +$4.25M 0.01% 1528
2015
Q4 		$2.9M Sell
216,807
-2,643
-1% -$35.9K ﹤0.01% 2465
2015
Q3 		$2.85M Sell
219,450
-133,200
-38% -$1.85M ﹤0.01% 2426
2015
Q2 		$5.01M Buy
352,650
+12,747
+4% +$184K ﹤0.01% 2074
2015
Q1 		$4.89M Buy
339,903
+335,379
+7,413% +$4.68M ﹤0.01% 2098
2014
Q4 		$61K Buy
+4,524
New +$59.6K ﹤0.01% 6248

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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 SCHM Position: Q1 2026 in Review

UBS Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 141% in Q1 2026, buying an estimated $42.8M and bringing the position to 2,296,605 shares worth $71.1M. The position accounts for 0.01% of the portfolio, ranked #1307.

UBS Group first reported a position in SCHM in Q4 2014 and has held it in 46 quarters since. The position peaked at $142M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • UBS Group held 2,296,605 shares of Schwab US Mid-Cap ETF worth $71.1M as of Q1 2026.
  • UBS Group bought 1,344,668 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $42.8M.
  • Schwab US Mid-Cap ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1307 holding.
  • UBS Group first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Schwab US Mid-Cap ETF position peaked at $142M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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