UBS Group
SCHV

UBS Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

UBS Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94M Sell
2,701,363
-23,317
-0.9% -$768K 0.01% 1165
2026
Q1 		$83.1M Buy
2,724,680
+247,880
+10% +$7.72M 0.01% 1198
2025
Q4 		$73.3M Sell
2,476,800
-27,504
-1% -$804K 0.01% 1262
2025
Q3 		$72.9M Buy
2,504,304
+135,435
+6% +$3.85M 0.01% 1279
2025
Q2 		$65.5M Buy
2,368,869
+445,262
+23% +$11.7M 0.01% 1276
2025
Q1 		$51.1M Buy
1,923,607
+104,328
+6% +$2.8M 0.01% 1467
2024
Q4 		$47.4M Sell
1,819,279
-81,194
-4% -$2.19M 0.01% 1508
2024
Q3 		$50.9M Buy
1,900,473
+120,486
+7% +$3.09M 0.01% 1136
2024
Q2 		$44M Sell
1,779,987
-100,050
-5% -$2.47M 0.01% 1113
2024
Q1 		$47.6M Sell
1,880,037
-771
-0% -$18.5K 0.01% 1063
2023
Q4 		$43.9M Sell
1,880,808
-11,448
-0.6% -$250K 0.01% 1059
2023
Q3 		$40.7M Sell
1,892,256
-42,552
-2% -$956K 0.01% 983
2023
Q2 		$43.3M Buy
1,934,808
+24,354
+1% +$532K 0.01% 917
2023
Q1 		$41.8M Sell
1,910,454
-197,676
-9% -$4.39M 0.02% 880
2022
Q4 		$46.4M Buy
2,108,130
+26,553
+1% +$575K 0.02% 844
2022
Q3 		$40.6M Buy
2,081,577
+82,122
+4% +$1.77M 0.02% 807
2022
Q2 		$41.6M Sell
1,999,455
-61,683
-3% -$1.38M 0.02% 846
2022
Q1 		$49M Buy
2,061,138
+61,236
+3% +$1.45M 0.02% 856
2021
Q4 		$48.8M Buy
1,999,902
+202,266
+11% +$4.79M 0.01% 973
2021
Q3 		$40.4M Buy
1,797,636
+136,740
+8% +$3.16M 0.01% 999
2021
Q2 		$37.9M Buy
1,660,896
+194,061
+13% +$4.4M 0.01% 1024
2021
Q1 		$31.9M Buy
1,466,835
+97,422
+7% +$2.03M 0.01% 1123
2020
Q4 		$27.2M Buy
1,369,413
+271,617
+25% +$5.08M 0.01% 1146
2020
Q3 		$19.1M Buy
1,097,796
+90,783
+9% +$1.59M 0.01% 1199
2020
Q2 		$16.8M Buy
1,007,013
+71,415
+8% +$1.17M 0.01% 1182
2020
Q1 		$13.8M Sell
935,598
-78,501
-8% -$1.44M 0.01% 1199
2019
Q4 		$20.3M Buy
1,014,099
+30,444
+3% +$590K 0.01% 1366
2019
Q3 		$18.6M Buy
983,655
+281,016
+40% +$5.26M 0.01% 1300
2019
Q2 		$13.1M Sell
702,639
-6,501
-0.9% -$120K 0.01% 1542
2019
Q1 		$12.9M Sell
709,140
-1,774,353
-71% -$31.5M 0.01% 1467
2018
Q4 		$40.8M Buy
2,483,493
+106,206
+4% +$1.88M 0.02% 683
2018
Q3 		$44.4M Buy
2,377,287
+4,515
+0.2% +$83.7K 0.02% 737
2018
Q2 		$42M Buy
2,372,772
+81,189
+4% +$1.45M 0.02% 734
2018
Q1 		$40.4M Buy
2,291,583
+33,492
+1% +$614K 0.02% 739
2017
Q4 		$41.1M Buy
2,258,091
+41,553
+2% +$739K 0.02% 763
2017
Q3 		$38.3M Buy
2,216,538
+40,173
+2% +$680K 0.02% 732
2017
Q2 		$36.4M Buy
2,176,365
+1,911,480
+722% +$31.8M 0.02% 721
2017
Q1 		$4.39M Sell
264,885
-115,113
-30% -$1.89M ﹤0.01% 2191
2016
Q4 		$6.09M Buy
379,998
+199,023
+110% +$3.08M ﹤0.01% 1923
2016
Q3 		$2.75M Sell
180,975
-45,372
-20% -$692K ﹤0.01% 2559
2016
Q2 		$3.38M Buy
226,347
+31,836
+16% +$466K ﹤0.01% 2330
2016
Q1 		$2.8M Sell
194,511
-22,155
-10% -$303K ﹤0.01% 2379
2015
Q4 		$3.06M Buy
216,666
+9,927
+5% +$141K ﹤0.01% 2405
2015
Q3 		$2.74M Sell
206,739
-7,785
-4% -$109K ﹤0.01% 2463
2015
Q2 		$3.08M Sell
214,524
-18,081
-8% -$266K ﹤0.01% 2564
2015
Q1 		$3.35M Buy
232,605
+29,580
+15% +$431K ﹤0.01% 2433
2014
Q4 		$2.98M Buy
+203,025
New +$2.93M ﹤0.01% 2532

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

UBS Group's SCHV Position: Q2 2026 in Review

UBS Group reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.86% in Q2 2026, selling an estimated $768K and leaving 2,701,363 shares worth $94M. The position accounts for 0.01% of the portfolio, ranked #1165.

UBS Group first reported a position in SCHV in Q4 2014 and has held it in 47 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • UBS Group held 2,701,363 shares of Schwab US Large-Cap Value ETF worth $94M as of Q2 2026.
  • UBS Group sold 23,317 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $768K.
  • Schwab US Large-Cap Value ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1165 holding.
  • UBS Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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