CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in UMH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,417,327 | 1,220,448 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $17,529,786 | 1,180,457 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $18,909,619 | 1,126,243 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $19,102,536 | 1,021,526 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $19,415,871 | 1,028,383 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $18,505,378 | 940,792 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $13,286,268 | 818,120 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $12,264,717 | 800,569 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $10,414,728 | 742,848 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $13,711,379 | 501,697 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $11,263,525 | 491,857 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $10,341,763 | 473,958 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $7,966,649 | 415,579 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $4,077,770 | 275,339 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $3,350,784 | 247,473 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $3,149,256 | 243,562 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $2,511,255 | 231,239 | Shares | Sole | 2020-05-15 |