UMH Properties shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in UMH Properties
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Quarterly reported holdings in UMH Properties by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 1.2M | 14.85 |
| 2025-06-30 | $19M | 1.1M | 16.79 |
| 2025-03-31 | $19M | 1.0M | 18.70 |
| 2024-12-31 | $19M | 1.0M | 18.88 |
| 2024-09-30 | $19M | 941k | 19.67 |
| 2024-06-30 | $14M | 884k | 15.99 |
| 2024-03-31 | $13M | 818k | 16.24 |
| 2023-12-31 | $12M | 801k | 15.32 |
| 2023-09-30 | $10M | 743k | 14.02 |
| 2023-06-30 | $11M | 697k | 15.98 |
| 2023-03-31 | $9.7M | 656k | 14.79 |
| 2022-12-31 | $10M | 627k | 16.10 |
| 2022-09-30 | $9.7M | 599k | 16.15 |
| 2022-06-30 | $10M | 587k | 17.66 |
| 2022-03-31 | $13M | 538k | 24.59 |
| 2021-12-31 | $14M | 502k | 27.33 |
| 2021-09-30 | $11M | 492k | 22.90 |
| 2021-06-30 | $10M | 474k | 21.82 |
| 2021-03-31 | $8.0M | 416k | 19.17 |
| 2020-12-31 | $4.1M | 275k | 14.81 |
| 2020-09-30 | $3.4M | 248k | 13.54 |
| 2020-06-30 | $3.2M | 244k | 12.93 |
| 2020-03-31 | $2.5M | 231k | 10.86 |
| 2019-12-31 | $3.6M | 227k | 15.73 |
| 2019-09-30 | $3.0M | 215k | 14.08 |
| 2019-06-30 | $2.6M | 207k | 12.41 |
| 2019-03-31 | $2.7M | 194k | 14.08 |
| 2018-12-31 | $2.2M | 187k | 11.84 |
| 2018-09-30 | $2.8M | 181k | 15.64 |
| 2018-06-30 | $2.4M | 157k | 15.35 |
| 2018-03-31 | $2.0M | 146k | 13.41 |
| 2017-12-31 | $2.2M | 148k | 14.90 |
| 2017-09-30 | $6.6M | 424k | 15.55 |
| 2017-06-30 | $3.6M | 211k | 17.05 |
| 2017-03-31 | $1.5M | 101k | 15.22 |
| 2016-12-31 | $765k | 51k | 15.06 |
| 2016-09-30 | $475k | 40k | 11.93 |
| 2016-06-30 | $448k | 40k | 11.26 |
| 2016-03-31 | $395k | 40k | 9.92 |
| 2015-12-31 | $403k | 40k | 10.13 |
| 2015-09-30 | $371k | 40k | 9.32 |
| 2015-06-30 | $391k | 40k | 9.82 |
| 2015-03-31 | $401k | 40k | 10.08 |
| 2014-12-31 | $381k | 40k | 9.57 |
| 2014-09-30 | $379k | 40k | 9.52 |
| 2014-06-30 | $400k | 40k | 10.05 |
| 2014-03-31 | $390k | 40k | 9.80 |
| 2013-12-31 | $375k | 40k | 9.42 |
| 2013-09-30 | $272k | 27k | 10.11 |
| 2013-06-30 | $280k | 27k | 10.41 |
| 2013-03-31 | $282k | 27k | 10.48 |
| 2012-12-31 | $249k | 24k | 10.33 |
| 2012-09-30 | $408k | 34k | 12.00 |
| 2012-06-30 | $340k | 30k | 11.18 |
| 2012-03-31 | $342k | 30k | 11.25 |
| 2011-12-31 | $182k | 20k | 9.33 |
More positions owned by Charles Schwab Investment Management
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