Charles Schwab’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
210,176
+6,726
| +3% | +$299K | ﹤0.01% | 2112 |
|
|
2026
Q1 | $7.54M | Buy |
203,450
+1,647
| +0.8% | +$60.8K | ﹤0.01% | 2225 |
|
|
2025
Q4 | $7.34M | Buy |
201,803
+770
| +0.4% | +$26.3K | ﹤0.01% | 2285 |
|
|
2025
Q3 | $6.12M | Buy |
201,033
+6,271
| +3% | +$185K | ﹤0.01% | 2343 |
|
|
2025
Q2 | $5.59M | Buy |
194,762
+8,296
| +4% | +$232K | ﹤0.01% | 2290 |
|
|
2025
Q1 | $5.49M | Sell |
186,466
-49,342
| -21% | -$1.33M | ﹤0.01% | 2231 |
|
|
2024
Q4 | $6.71M | Sell |
235,808
-44,834
| -16% | -$1.13M | ﹤0.01% | 2197 |
|
|
2024
Q3 | $5.87M | Sell |
280,642
-56,064
| -17% | -$1.16M | ﹤0.01% | 2281 |
|
|
2024
Q2 | $7.24M | Sell |
336,706
-39,687
| -11% | -$878K | ﹤0.01% | 2190 |
|
|
2024
Q1 | $8.19M | Buy |
376,393
+12,803
| +4% | +$285K | ﹤0.01% | 2083 |
|
|
2023
Q4 | $7.32M | Buy |
363,590
+27,213
| +8% | +$552K | ﹤0.01% | 2151 |
|
|
2023
Q3 | $6.64M | Buy |
336,377
+23,922
| +8% | +$501K | ﹤0.01% | 2122 |
|
|
2023
Q2 | $7.08M | Sell |
312,455
-9,399
| -3% | -$232K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $8.55M | Sell |
321,854
-3,822
| -1% | -$109K | ﹤0.01% | 1943 |
|
|
2022
Q4 | $8.91M | Sell |
325,676
-21,312
| -6% | -$622K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $9.97M | Buy |
346,988
+4,963
| +1% | +$153K | ﹤0.01% | 1833 |
|
|
2022
Q2 | $11.7M | Buy |
342,025
+37,622
| +12% | +$1.17M | ﹤0.01% | 1750 |
|
|
2022
Q1 | $9.46M | Buy |
304,403
+25,337
| +9% | +$672K | ﹤0.01% | 1990 |
|
|
2021
Q4 | $6.47M | Buy |
279,066
+18,368
| +7% | +$413K | ﹤0.01% | 2223 |
|
|
2021
Q3 | $6.02M | Buy |
260,698
+14,332
| +6% | +$358K | ﹤0.01% | 2284 |
|
|
2021
Q2 | $6.83M | Buy |
246,366
+15,679
| +7% | +$488K | ﹤0.01% | 2197 |
|
|
2021
Q1 | $8.03M | Buy |
230,687
+10,319
| +5% | +$325K | ﹤0.01% | 2069 |
|
|
2020
Q4 | $5.53M | Buy |
220,368
+12,958
| +6% | +$295K | ﹤0.01% | 2167 |
|
|
2020
Q3 | $4.21M | Buy |
207,410
+6,916
| +3% | +$173K | ﹤0.01% | 2153 |
|
|
2020
Q2 | $5.56M | Buy |
200,494
+1,648
| +0.8% | +$46.5K | ﹤0.01% | 1972 |
|
|
2020
Q1 | $6.49M | Buy |
198,846
+12,948
| +7% | +$525K | ﹤0.01% | 1708 |
|
|
2019
Q4 | $8.13M | Buy |
185,898
+6,791
| +4% | +$304K | ﹤0.01% | 1760 |
|
|
2019
Q3 | $8.41M | Buy |
179,107
+8,632
| +5% | +$410K | 0.01% | 1701 |
|
|
2019
Q2 | $8.26M | Buy |
170,475
+1,756
| +1% | +$80.2K | 0.01% | 1719 |
|
|
2019
Q1 | $7.38M | Buy |
168,719
+21,043
| +14% | +$1.05M | ﹤0.01% | 1766 |
|
|
2018
Q4 | $8.19M | Buy |
147,676
+10,210
| +7% | +$526K | 0.01% | 1589 |
|
|
2018
Q3 | $6.98M | Buy |
137,466
+16,953
| +14% | +$905K | ﹤0.01% | 1864 |
|
|
2018
Q2 | $6.57M | Buy |
120,513
+18,792
| +18% | +$976K | ﹤0.01% | 1856 |
|
|
2018
Q1 | $4.87M | Buy |
101,721
+3,171
| +3% | +$143K | ﹤0.01% | 1962 |
|
|
2017
Q4 | $4.49M | Buy |
98,550
+5,706
| +6% | +$267K | ﹤0.01% | 1971 |
|
|
2017
Q3 | $4.25M | Sell |
92,844
-2,148
| -2% | -$93.1K | ﹤0.01% | 1959 |
|
|
2017
Q2 | $4.19M | Buy |
94,992
+807
| +0.9% | +$35K | ﹤0.01% | 1913 |
|
|
2017
Q1 | $4.03M | Buy |
94,185
+15,134
| +19% | +$680K | ﹤0.01% | 1880 |
|
|
2016
Q4 | $3.89M | Buy |
79,051
+4,062
| +5% | +$180K | ﹤0.01% | 1877 |
|
|
2016
Q3 | $3.17M | Sell |
74,989
-2,132
| -3% | -$90.8K | ﹤0.01% | 1906 |
|
|
2016
Q2 | $3.27M | Sell |
77,121
-3,089
| -4% | -$131K | ﹤0.01% | 1823 |
|
|
2016
Q1 | $3.52M | Buy |
80,210
+5,676
| +8% | +$224K | ﹤0.01% | 1733 |
|
|
2015
Q4 | $2.86M | Buy |
74,534
+7,539
| +11% | +$286K | ﹤0.01% | 1884 |
|
|
2015
Q3 | $2.35M | Sell |
66,995
-837
| -1% | -$28.9K | ﹤0.01% | 1974 |
|
|
2015
Q2 | $2.22M | Buy |
67,832
+2,152
| +3% | +$67.3K | ﹤0.01% | 2023 |
|
|
2015
Q1 | $2.09M | Buy |
65,680
+3,162
| +5% | +$92.8K | ﹤0.01% | 2031 |
|
|
2014
Q4 | $1.86M | Buy |
62,518
+2,133
| +4% | +$62.7K | ﹤0.01% | 2055 |
|
|
2014
Q3 | $1.68M | Buy |
60,385
+1,361
| +2% | +$39.4K | ﹤0.01% | 2062 |
|
|
2014
Q2 | $1.73M | Sell |
59,024
-228
| -0.4% | -$6.51K | ﹤0.01% | 2048 |
|
|
2014
Q1 | $1.8M | Buy |
59,252
+5,098
| +9% | +$143K | ﹤0.01% | 2013 |
|
|
2013
Q4 | $1.55M | Buy |
54,154
+2,062
| +4% | +$61.6K | ﹤0.01% | 2054 |
|
|
2013
Q3 | $1.63M | Buy |
52,092
+1,418
| +3% | +$40.8K | ﹤0.01% | 1969 |
|
|
2013
Q2 | $1.29M | Buy |
+50,674
| New | +$1.41M | ﹤0.01% | 2013 |
|
Other funds holding UFCS
SFM
Charles Schwab's UFCS Position: Q2 2026 in Review
Charles Schwab increased its United Fire Group (UFCS) stake by 3.3% in Q2 2026, buying an estimated $299K and bringing the position to 210,176 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #2112.
Charles Schwab first reported a position in UFCS in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q2 2022. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.
- Charles Schwab held 210,176 shares of United Fire Group worth $11M as of Q2 2026.
- Charles Schwab bought 6,726 United Fire Group shares in Q2 2026, an estimated $299K.
- United Fire Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2112 holding.
- Charles Schwab first reported a position in United Fire Group in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's United Fire Group position peaked at $11.7M in Q2 2022.
- 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.