Charles Schwab Corporation shares owned by United Bank
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by United Bank
from 13F filings
Historical chart of United Bank investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by United Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $736k | 11k | 64.81 |
| 2024-06-30 | $740k | 10k | 73.69 |
| 2024-03-31 | $703k | 9.7k | 72.34 |
| 2023-09-30 | $338k | 6.1k | 54.90 |
| 2023-06-30 | $281k | 5.0k | 56.68 |
| 2019-06-30 | $442k | 11k | 40.20 |
| 2019-03-31 | $657k | 15k | 42.74 |
| 2018-12-31 | $591k | 14k | 41.50 |
| 2018-09-30 | $587k | 12k | 49.18 |
| 2018-06-30 | $505k | 9.9k | 51.06 |
| 2018-03-31 | $410k | 7.8k | 52.26 |
| 2017-12-31 | $616k | 12k | 51.35 |
| 2017-09-30 | $575k | 13k | 43.73 |
| 2017-06-30 | $377k | 8.8k | 42.91 |
| 2017-03-31 | $224k | 5.5k | 40.78 |