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Charles Schwab Corporation shares owned by Union Bankshares

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 143k 99.91
2025-09-30 $14M 151k 95.47
2025-06-30 $11M 121k 91.24

More positions owned by Union Bankshares

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl C (GOOG)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Union Bankshares

Top funds holding Charles Schwab Corporation

Vanguard Group
BlackRock
Dodge & Cox
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
PRIMECAP Management Company
Harris Associates L.P
Fisher Investments
Norges Bank Investment Management
Artisan Partners Limited Partnership
Northern Trust
Invesco

View all funds holding Charles Schwab Corporation