Charles Schwab Corporation shares owned by Unified Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Unified Investment Management
from 13F filings
Historical chart of Unified Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Unified Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 7.2k | 95.47 |
| 2025-06-30 | $708k | 7.8k | 91.24 |
| 2025-03-31 | $595k | 7.6k | 78.28 |
| 2024-12-31 | $615k | 8.3k | 74.01 |
More positions owned by Unified Investment Management
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