UBS Group
SCHX icon

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

UBS Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245M Buy
9,547,873
+8,311,474
+672% +$223M 0.04% 520
2025
Q4 		$33.3M Buy
1,236,399
+23,848
+2% +$637K 0.01% 2059
2025
Q3 		$31.9M Sell
1,212,551
-10,229
-0.8% -$260K 0.01% 2065
2025
Q2 		$29.9M Sell
1,222,780
-17,553,785
-93% -$397M 0.01% 1977
2025
Q1 		$415M Buy
18,776,565
+2,020,190
+12% +$47M 0.08% 260
2024
Q4 		$388M Sell
16,756,375
-1,166,816
-7% -$27.2M 0.07% 260
2024
Q3 		$405M Sell
17,923,191
-609,702
-3% -$13.3M 0.09% 214
2024
Q2 		$397M Sell
18,532,893
-1,048,074
-5% -$21.7M 0.1% 195
2024
Q1 		$405M Sell
19,580,967
-1,690,626
-8% -$33.3M 0.1% 195
2023
Q4 		$400M Sell
21,271,593
-1,186,695
-5% -$20.8M 0.12% 174
2023
Q3 		$379M Sell
22,458,288
-405,603
-2% -$7.12M 0.13% 150
2023
Q2 		$399M Sell
22,863,891
-654,798
-3% -$10.8M 0.13% 151
2023
Q1 		$379M Sell
23,518,689
-95,847
-0.4% -$1.51M 0.14% 145
2022
Q4 		$355M Sell
23,614,536
-882,753
-4% -$13.4M 0.13% 165
2022
Q3 		$346M Sell
24,497,289
-254,967
-1% -$4M 0.15% 134
2022
Q2 		$368M Sell
24,752,256
-719,088
-3% -$11.7M 0.15% 137
2022
Q1 		$457M Sell
25,471,344
-68,964
-0.3% -$1.22M 0.15% 138
2021
Q4 		$485M Sell
25,540,308
-890,856
-3% -$16.5M 0.14% 145
2021
Q3 		$458M Buy
26,431,164
+688,476
+3% +$12.3M 0.14% 146
2021
Q2 		$446M Buy
25,742,688
+1,399,368
+6% +$23.6M 0.14% 145
2021
Q1 		$390M Buy
24,343,320
+1,092,636
+5% +$17.1M 0.13% 161
2020
Q4 		$352M Sell
23,250,684
-1,482,228
-6% -$21.2M 0.12% 189
2020
Q3 		$332M Buy
24,732,912
+1,828,920
+8% +$24.3M 0.13% 175
2020
Q2 		$283M Buy
22,903,992
+6,120,546
+36% +$71.3M 0.12% 181
2020
Q1 		$171M Buy
16,783,446
+2,954,916
+21% +$35.9M 0.08% 234
2019
Q4 		$177M Buy
13,828,530
+2,344,152
+20% +$28.7M 0.06% 283
2019
Q3 		$136M Buy
11,484,378
+2,499,540
+28% +$29.5M 0.05% 326
2019
Q2 		$105M Buy
8,984,838
+2,501,742
+39% +$28.7M 0.04% 389
2019
Q1 		$73.1M Buy
6,483,096
+1,700,280
+36% +$18.4M 0.03% 469
2018
Q4 		$47.6M Buy
4,782,816
+1,455,462
+44% +$15.6M 0.02% 614
2018
Q3 		$38.6M Buy
3,327,354
+1,580,268
+90% +$18M 0.02% 810
2018
Q2 		$18.9M Buy
1,747,086
+1,320,684
+310% +$14.2M 0.01% 1210
2018
Q1 		$4.48M Buy
426,402
+185,058
+77% +$2.01M ﹤0.01% 2414
2017
Q4 		$2.56M Buy
241,344
+49,794
+26% +$516K ﹤0.01% 2983
2017
Q3 		$1.92M Sell
191,550
-18,432
-9% -$181K ﹤0.01% 3162
2017
Q2 		$2.02M Buy
209,982
+53,610
+34% +$511K ﹤0.01% 2997
2017
Q1 		$1.47M Buy
156,372
+119,364
+323% +$1.1M ﹤0.01% 3211
2016
Q4 		$329K Sell
37,008
-464,262
-93% -$4.03M ﹤0.01% 4423
2016
Q3 		$4.31M Buy
501,270
+449,994
+878% +$3.86M ﹤0.01% 2157
2016
Q2 		$425K Sell
51,276
-142,014
-73% -$1.17M ﹤0.01% 4015
2016
Q1 		$1.57M Buy
193,290
+136,374
+240% +$1.05M ﹤0.01% 2880
2015
Q4 		$461K Sell
56,916
-216,684
-79% -$1.77M ﹤0.01% 4020
2015
Q3 		$2.09M Sell
273,600
-686,622
-72% -$5.55M ﹤0.01% 2699
2015
Q2 		$7.89M Buy
960,222
+740,004
+336% +$6.21M 0.01% 1662
2015
Q1 		$1.82M Buy
220,218
+191,226
+660% +$1.57M ﹤0.01% 3023
2014
Q4 		$237K Buy
+28,992
New +$232K ﹤0.01% 4877

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group's SCHX Position: Q1 2026 in Review

UBS Group increased its Schwab US Large- Cap ETF (SCHX) stake by 672% in Q1 2026, buying an estimated $223M and bringing the position to 9,547,873 shares worth $245M. The position accounts for 0.04% of the portfolio, ranked #520.

UBS Group first reported a position in SCHX in Q4 2014 and has held it in 46 quarters since. The position peaked at $485M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • UBS Group held 9,547,873 shares of Schwab US Large- Cap ETF worth $245M as of Q1 2026.
  • UBS Group bought 8,311,474 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $223M.
  • Schwab US Large- Cap ETF made up 0.04% of UBS Group's portfolio in Q1 2026, its #520 holding.
  • UBS Group first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Schwab US Large- Cap ETF position peaked at $485M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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