Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,029,271
-$18,512 QoQ
Shares Held
11,155
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,189
of 2,291 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026United Community Bank holds $2,562,247 across 5 Capital Markets names. SCHW ranks #2 (40.2% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,271 | 11,155 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,047,783 | 11,149 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,101,507 | 11,025 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,054,466 | 11,045 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $897,710 | 9,839 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $759,081 | 9,697 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $709,015 | 9,580 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $638,378 | 9,850 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $736,163 | 9,990 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $779,101 | 10,770 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $906,784 | 13,180 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $748,836 | 13,640 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $611,577 | 10,790 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||