Charles Schwab’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52.7M | Buy |
1,501,475
+11,096
| +0.7% | +$371K | 0.01% | 1209 |
|
|
2026
Q1 | $46.9M | Buy |
1,490,379
+26,818
| +2% | +$883K | 0.01% | 1202 |
|
|
2025
Q4 | $45.7M | Sell |
1,463,561
-1,904
| -0.1% | -$58.8K | 0.01% | 1218 |
|
|
2025
Q3 | $45.9M | Buy |
1,465,465
+13,435
| +0.9% | +$425K | 0.01% | 1208 |
|
|
2025
Q2 | $43.3M | Sell |
1,452,030
-892
| -0.1% | -$24.8K | 0.01% | 1190 |
|
|
2025
Q1 | $40.9M | Buy |
1,452,922
+4,353
| +0.3% | +$136K | 0.01% | 1207 |
|
|
2024
Q4 | $46.8M | Buy |
1,448,569
+47,031
| +3% | +$1.46M | 0.01% | 1174 |
|
|
2024
Q3 | $40.8M | Buy |
1,401,538
+41,626
| +3% | +$1.19M | 0.01% | 1264 |
|
|
2024
Q2 | $34.6M | Buy |
1,359,912
+72,578
| +6% | +$1.85M | 0.01% | 1314 |
|
|
2024
Q1 | $33.9M | Buy |
1,287,334
+63,666
| +5% | +$1.72M | 0.01% | 1278 |
|
|
2023
Q4 | $35.8M | Buy |
1,223,668
+54,138
| +5% | +$1.38M | 0.01% | 1216 |
|
|
2023
Q3 | $29.7M | Buy |
1,169,530
+78,319
| +7% | +$2.12M | 0.01% | 1231 |
|
|
2023
Q2 | $27.3M | Buy |
1,091,211
+57,379
| +6% | +$1.42M | 0.01% | 1271 |
|
|
2023
Q1 | $29.1M | Buy |
1,033,832
+57,791
| +6% | +$1.83M | 0.01% | 1192 |
|
|
2022
Q4 | $33M | Buy |
976,041
+25,220
| +3% | +$915K | 0.01% | 1093 |
|
|
2022
Q3 | $31.5M | Buy |
950,821
+34,896
| +4% | +$1.16M | 0.01% | 1064 |
|
|
2022
Q2 | $27.7M | Buy |
915,925
+17,392
| +2% | +$535K | 0.01% | 1160 |
|
|
2022
Q1 | $31.3M | Buy |
898,533
+70,667
| +9% | +$2.6M | 0.01% | 1198 |
|
|
2021
Q4 | $29.8M | Buy |
827,866
+101,001
| +14% | +$3.53M | 0.01% | 1273 |
|
|
2021
Q3 | $23.9M | Buy |
726,865
+4,379
| +0.6% | +$131K | 0.01% | 1428 |
|
|
2021
Q2 | $23.1M | Buy |
722,486
+28,046
| +4% | +$944K | 0.01% | 1471 |
|
|
2021
Q1 | $23.7M | Buy |
694,440
+16,537
| +2% | +$543K | 0.01% | 1392 |
|
|
2020
Q4 | $19.3M | Buy |
677,903
+19,579
| +3% | +$462K | 0.01% | 1437 |
|
|
2020
Q3 | $11.1M | Buy |
658,324
+30,055
| +5% | +$541K | 0.01% | 1623 |
|
|
2020
Q2 | $12.6M | Buy |
628,269
+12,205
| +2% | +$234K | 0.01% | 1490 |
|
|
2020
Q1 | $11.3M | Buy |
616,064
+23,543
| +4% | +$608K | 0.01% | 1379 |
|
|
2019
Q4 | $18.3M | Buy |
592,521
+10,362
| +2% | +$313K | 0.01% | 1270 |
|
|
2019
Q3 | $16.5M | Buy |
582,159
+22,146
| +4% | +$607K | 0.01% | 1279 |
|
|
2019
Q2 | $16M | Sell |
560,013
-49,760
| -8% | -$1.36M | 0.01% | 1291 |
|
|
2019
Q1 | $15.2M | Buy |
609,773
+54,448
| +10% | +$1.41M | 0.01% | 1292 |
|
|
2018
Q4 | $11.9M | Buy |
555,325
+24,332
| +5% | +$601K | 0.01% | 1341 |
|
|
2018
Q3 | $14.8M | Buy |
530,993
+62,520
| +13% | +$1.89M | 0.01% | 1366 |
|
|
2018
Q2 | $14.4M | Buy |
468,473
+36,910
| +9% | +$1.2M | 0.01% | 1331 |
|
|
2018
Q1 | $13.7M | Buy |
431,563
+14,180
| +3% | +$444K | 0.01% | 1269 |
|
|
2017
Q4 | $11.7M | Buy |
417,383
+10,749
| +3% | +$300K | 0.01% | 1364 |
|
|
2017
Q3 | $11.6M | Sell |
406,634
-71,188
| -15% | -$1.92M | 0.01% | 1310 |
|
|
2017
Q2 | $13.3M | Buy |
477,822
+4,382
| +0.9% | +$118K | 0.01% | 1144 |
|
|
2017
Q1 | $13.1M | Buy |
473,440
+15,513
| +3% | +$441K | 0.01% | 1116 |
|
|
2016
Q4 | $13.6M | Buy |
457,927
+14,246
| +3% | +$357K | 0.01% | 1040 |
|
|
2016
Q3 | $9.33M | Buy |
443,681
+42,730
| +11% | +$848K | 0.01% | 1221 |
|
|
2016
Q2 | $7.33M | Buy |
400,951
+47,299
| +13% | +$914K | 0.01% | 1290 |
|
|
2016
Q1 | $6.53M | Sell |
353,652
-27,674
| -7% | -$491K | 0.01% | 1339 |
|
|
2015
Q4 | $7.43M | Sell |
381,326
-16,505
| -4% | -$335K | 0.01% | 1228 |
|
|
2015
Q3 | $8.13M | Buy |
397,831
+46,687
| +13% | +$954K | 0.01% | 1128 |
|
|
2015
Q2 | $7.33M | Buy |
351,144
+212,940
| +154% | +$4.09M | 0.01% | 1276 |
|
|
2015
Q1 | $2.61M | Buy |
138,204
+5,875
| +4% | +$109K | ﹤0.01% | 1906 |
|
|
2014
Q4 | $2.51M | Buy |
132,329
+4,265
| +3% | +$75.2K | ﹤0.01% | 1881 |
|
|
2014
Q3 | $2.11M | Buy |
128,064
+2,543
| +2% | +$42.3K | ﹤0.01% | 1942 |
|
|
2014
Q2 | $2.06M | Buy |
125,521
+8,402
| +7% | +$141K | ﹤0.01% | 1970 |
|
|
2014
Q1 | $2.27M | Sell |
117,119
-166,315
| -59% | -$2.96M | ﹤0.01% | 1882 |
|
|
2013
Q4 | $5.03M | Sell |
283,434
-3,169
| -1% | -$52.4K | 0.01% | 1248 |
|
|
2013
Q3 | $4.37M | Buy |
286,603
+24,368
| +9% | +$354K | 0.01% | 1285 |
|
|
2013
Q2 | $3.33M | Buy |
+262,235
| New | +$2.98M | 0.01% | 1383 |
|
Other funds holding UCB
Charles Schwab's UCB Position: Q2 2026 in Review
Charles Schwab increased its United Community Banks (UCB) stake by 0.74% in Q2 2026, buying an estimated $371K and bringing the position to 1,501,475 shares worth $52.7M. The position accounts for 0.01% of the portfolio, ranked #1209.
Charles Schwab first reported a position in UCB in Q2 2013 and has held it in 53 quarters since. 371 funds tracked by Wall St. Rank hold UCB as of Q2 2026.
- Charles Schwab held 1,501,475 shares of United Community Banks worth $52.7M as of Q2 2026.
- Charles Schwab bought 11,096 United Community Banks shares in Q2 2026, an estimated $371K.
- United Community Banks made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1209 holding.
- Charles Schwab first reported a position in United Community Banks in Q2 2013 and has held it in 53 quarters since.
- 371 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.