Union Bankshares shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Union Bankshares (UNB) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Union Bankshares
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Quarterly reported holdings in Union Bankshares by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 11k | 24.76 |
| 2025-06-30 | $300k | 11k | 26.62 |
| 2020-03-31 | $212k | 9.4k | 22.56 |
| 2019-12-31 | $341k | 9.4k | 36.28 |
| 2019-09-30 | $297k | 9.4k | 31.60 |
| 2019-06-30 | $348k | 9.4k | 37.03 |
| 2019-03-31 | $394k | 8.7k | 45.29 |
| 2018-12-31 | $416k | 8.7k | 47.82 |
| 2018-09-30 | $463k | 8.7k | 53.22 |
| 2018-06-30 | $390k | 7.5k | 52.00 |
| 2018-03-31 | $300k | 5.9k | 50.85 |
| 2017-12-31 | $313k | 5.9k | 53.05 |
| 2017-09-30 | $286k | 5.9k | 48.47 |
| 2017-06-30 | $281k | 5.9k | 47.63 |
| 2017-03-31 | $254k | 5.9k | 43.05 |
| 2016-12-31 | $269k | 5.9k | 45.59 |
| 2016-09-30 | $201k | 5.9k | 34.07 |
| 2016-06-30 | $215k | 5.9k | 36.44 |
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