UBS Group

UBS Group’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

UBS Group’s Portfolio SCHQ Stock Details SCHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.38K	Sell	171 -168	-50%	-$5.36K	﹤0.01%	8795
2025 Q4	$10.7K	Buy	339 +81	+31%	+$2.62K	﹤0.01%	8193
2025 Q3	$8.34K	Buy	+258	New	+$8.17K	﹤0.01%	8667
2025 Q2	–	Sell	-6,541	Closed	-$214K	–	10768
2025 Q1	$214K	Buy	+6,541	New	+$210K	﹤0.01%	6512
2024 Q4	–	Sell	-3,567	Closed	-$125K	–	10339
2024 Q3	$125K	Buy	+3,567	New	+$123K	﹤0.01%	6200
2022 Q4	–	Sell	-80	Closed	-$3K	–	11086
2022 Q3	$3K	Buy	+80	New	+$3.16K	﹤0.01%	9572
2022 Q2	–	Sell	-1,786	Closed	-$82K	–	10858
2022 Q1	$82K	Buy	1,786 +1,319	+282%	+$63.1K	﹤0.01%	6063
2021 Q4	$24K	Sell	467 -2,349	-83%	-$120K	﹤0.01%	7638
2021 Q3	$141K	Buy	2,816 +2,350	+504%	+$121K	﹤0.01%	5584
2021 Q2	$23K	Sell	466 -2,503	-84%	-$122K	﹤0.01%	7194
2021 Q1	$140K	Buy	+2,969	New	+$150K	﹤0.01%	5708
2020 Q4	–	Sell	-960	Closed	-$54K	–	8701
2020 Q3	$54K	Buy	+960	New	+$55.3K	﹤0.01%	5592

Other funds holding SCHQ

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return