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United Parcel Service shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in United Parcel Service

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All positions including United Parcel Service held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 1.4k 148.66
2023-12-31 $215k 1.4k 157.27
2023-06-30 $208k 1.2k 167.04
2023-03-31 $245k 1.3k 194.04

More positions owned by Charles Schwab Trust

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Tennant Company (TNC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Trust

Top funds holding United Parcel Service

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Viking Global Investors
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Bank of New York Mellon
ClearBridge Advisors
Legal & General Group
UBS Group

View all funds holding United Parcel Service