Ubs Group Ag Schwab Strategic Tr Long Term Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$32.17 - $35.98 $114,750 - $128,340	3,567 New	3,567 $124,000
Q3 2022 Nov 10, 2022	BUY	$35.46 - $41.9 $2,836 - $3,352	80 New	80 $3,000
Q2 2022 Aug 10, 2022	SELL	$38.14 - $45.87 $68,118 - $81,923	-1,786 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$44.74 - $49.99 $59,012 - $65,936	1,319 Added 282.44%	1,786 $82,000
Q4 2021 Feb 14, 2022	SELL	$49.25 - $53.11 $115,688 - $124,755	-2,349 Reduced 83.42%	467 $24,000
Q3 2021 Nov 15, 2021	BUY	$50.08 - $52.59 $117,688 - $123,586	2,350 Added 504.29%	2,816 $141,000
Q2 2021 Aug 13, 2021	SELL	$47.35 - $50.59 $118,517 - $126,626	-2,503 Reduced 84.3%	466 $23,000
Q1 2021 May 12, 2021	BUY	$46.75 - $54.72 $138,800 - $162,463	2,969 New	2,969 $140,000
Q4 2020 Feb 11, 2021	SELL	$53.93 - $56.78 $51,772 - $54,508	-960 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$56.02 - $59.5 $53,779 - $57,120	960 New	960 $54,000

Others Institutions Holding SCHQ

# of Institutions

105

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$90.8 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.3 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$26.7 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.3 Million
2.36% of portfolio
Wealth Enhancement Advisory Services, LLC

411K
Shares

$13.2 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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