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Disclosery

UBS Group AG: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on SCHD, newest first. How the timeline and the estimate are built.

UBS Group AG held 14,516,193 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,516,193 shares
    Change vs previous 13F -368,193 shares

    0.04% of the 13F portfolio, value $460,308,480.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 244,080 shares
    • UBS Group AG: 14,272,113 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,884,386 shares
    Change vs previous 13F +691,476 shares

    0.04% of the 13F portfolio, value $456,652,962.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 250,615 shares
    • UBS Group AG: 14,633,771 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,192,910 shares
    Change vs previous 13F -329,750 shares

    0.04% of the 13F portfolio, value $389,311,522.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 49,583 shares
    • UBS Group AG: 14,143,327 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,522,660 shares
    Change vs previous 13F -1,145,704 shares

    0.08% of the 13F portfolio, value $396,468,617.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,668,364 shares
    Change vs previous 13F +183,170 shares

    0.09% of the 13F portfolio, value $415,211,647.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,485,194 shares
    Change vs previous 13F -490,089 shares

    0.1% of the 13F portfolio, value $432,966,024.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,975,283 shares
    Change vs previous 13F +10,835,652 shares

    0.1% of the 13F portfolio, value $436,444,732.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,139,631 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $434,453,008.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).