Ubs Group Ag Schwab Strategic U.S. Mid Cap Transaction History
Ubs Group Ag
- $452 Billion
- Q3 2024
A detailed history of Ubs Group Ag transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ubs Group Ag holds 1,485,963 shares of SCHM stock, worth $43.5 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,485,963
Previous 1,514,371
1.88%
Holding current value
$43.5 Million
Previous $118 Million
4.76%
% of portfolio
0.03%
Previous 0.03%
Shares
31 transactions
Others Institutions Holding SCHM
# of Institutions
949Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$760 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$288 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$95.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.5 Million0.18% of portfolio