UBS Group
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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
2015
Q2 		– Sell
-600
Closed -$5K – 8775
2015
Q1 		$5K Sell
600
-600
-50% -$4.94K ﹤0.01% 8120
2014
Q4 		$10K Buy
+1,200
New +$9.59K ﹤0.01% 8397

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 $1.81B AUM 22.3% 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.