United Asset Strategies, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1539948 GARDEN CITY, NY

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$18,124,411

-$355,628 QoQ

Shares Held

196,428

-0.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#377

of 2,296 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Sep 30, 2021

CallValue

CallShares

PutValue

$1,000

PutShares

2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $22,742,129 across 4 Capital Markets names. SCHW ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	196,428	$18,124,411
2	LPLA	LPL Financial Holdings Inc.	14,409	$4,058,727
3	GLXY	Galaxy Digital Inc.	10,495	$286,933
4	GS	Goldman Sachs Group Inc	269	$272,058

All Filings in SCHW

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,124,411	196,428	-0.1%	Shares	Sole	2026-07-13
2026-03-31	$18,480,039	196,638	+4.1%	Shares	Sole	2026-04-29
2025-12-31	$18,875,296	188,923	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$18,193,431	190,567	-1.9%	Shares	Sole	2025-10-23
2025-06-30	$17,727,840	194,299	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$15,073,440	192,558	+2.3%	Shares	Sole	2025-05-14
2024-12-31	$13,931,568	188,239	+1.3%	Shares	Sole	2025-01-22
2024-09-30	$12,037,939	185,742	+3.2%	Shares	Sole	2024-10-28
2024-06-30	$13,268,842	180,063	+0.8%	Shares	Sole	2024-08-01
2024-03-31	$12,927,302	178,702	-5.1%	Shares	Sole	2024-04-23
2023-12-31	$12,960,062	188,373	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$10,280,683	187,262	-1.6%	Shares	Sole	2023-11-07
2023-06-30	$10,786,090	190,298	+117.5%	Shares	Sole	2023-07-25
2023-03-31	$4,583,826	87,511	+1.6%	Shares	Sole	2023-07-25
2022-12-31	$7,173,265	86,155	-2.3%	Shares	Sole	2023-01-26
2022-09-30	$6,338,718	88,197	+0.4%	Shares	Sole	2022-10-24
2022-06-30	$5,551,879	87,874	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$7,425,603	88,075	-9.4%	Shares	Sole	2022-04-29
2021-12-31	$8,171,828	97,168	+2.1%	Shares	Sole	2022-01-31
2021-09-30	$6,935,096	95,210	+3.0%	Shares	Sole	2021-10-21
2021-09-30	$1,000	2,000	0.0%	Put	Sole	2021-10-21
2021-06-30	$2,000	2,000	-33.3%	Put	Sole	2021-07-19
2021-06-30	$6,730,847	92,444	-30.2%	Shares	Sole	2021-07-19
2021-03-31	$70,180	3,000	—	Put	Sole	2021-04-27
2021-03-31	$8,630,874	132,416	-8.7%	Shares	Sole	2021-04-27
2020-12-31	$7,691,754	145,018	+10.9%	Shares	Sole	2021-02-05
2020-09-30	$4,738,739	130,796	+3.5%	Shares	Sole	2020-11-03
2020-06-30	$4,262,171	126,324	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.