UBS Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Sell |
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|
2025
Q1 | $415M | Buy |
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|
2024
Q4 | $388M | Sell |
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|
2024
Q3 | $405M | Sell |
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|
2024
Q2 | $397M | Sell |
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|
2024
Q1 | $405M | Sell |
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|
2023
Q4 | $400M | Sell |
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|
2023
Q3 | $379M | Sell |
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|
2023
Q2 | $399M | Sell |
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|
2023
Q1 | $379M | Sell |
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|
2022
Q4 | $355M | Sell |
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|
2022
Q3 | $346M | Sell |
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|
2022
Q2 | $368M | Sell |
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|
2022
Q1 | $457M | Sell |
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|
2021
Q4 | $485M | Sell |
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|
2021
Q3 | $458M | Buy |
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|
2021
Q2 | $446M | Buy |
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|
2021
Q1 | $390M | Buy |
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|
2020
Q4 | $352M | Sell |
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|
2020
Q3 | $332M | Buy |
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|
2020
Q2 | $283M | Buy |
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|
2020
Q1 | $171M | Buy |
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|
2019
Q4 | $177M | Buy |
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|
2019
Q3 | $136M | Buy |
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|
2019
Q2 | $105M | Buy |
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|
2019
Q1 | $73.1M | Buy |
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|
2018
Q4 | $47.6M | Buy |
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|
2018
Q3 | $38.6M | Buy |
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|
2018
Q2 | $18.9M | Buy |
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|
2018
Q1 | $4.48M | Buy |
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|
2017
Q4 | $2.56M | Buy |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $2.02M | Buy |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $4.31M | Buy |
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|
2016
Q2 | $425K | Sell |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $461K | Sell |
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|
2015
Q3 | $2.09M | Sell |
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|
2015
Q2 | $7.89M | Buy |
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|
2015
Q1 | $1.82M | Buy |
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|
2014
Q4 | $237K | Buy |
|