Charles Schwab’s United Homes Group UHG Stock Holding History

Charles Schwab’s Portfolio UHG Stock Details UHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,396	Closed	-$65.5K	–	3578
2025 Q1	$65.5K	Buy	23,396 +6,000	+34%	+$23.2K	﹤0.01%	3380
2024 Q4	$73.6K	Hold	17,396	–	–	﹤0.01%	3419
2024 Q3	$107K	Hold	17,396	–	–	﹤0.01%	3374
2024 Q2	$99K	Hold	17,396	–	–	﹤0.01%	3475
2024 Q1	$122K	Hold	17,396	–	–	﹤0.01%	3292
2023 Q4	$147K	Hold	17,396	–	–	﹤0.01%	3313
2023 Q3	$97.4K	Sell	17,396 -22,984	-57%	-$204K	﹤0.01%	3356
2023 Q2	$451K	Buy	+40,380	New	+$475K	﹤0.01%	3107

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab's UHG Position: Q2 2025 in Review

Charles Schwab sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 23,396 shares — an estimated $65.5K sold.

Charles Schwab first reported a position in UHG in Q2 2023 and held it in 8 quarters. The position peaked at $451K in Q2 2023. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

Charles Schwab reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
Charles Schwab sold 23,396 United Homes Group shares in Q2 2025, an estimated $65.5K.
Charles Schwab first reported a position in United Homes Group in Q2 2023 and held it in 8 quarters.
Charles Schwab's United Homes Group position peaked at $451K in Q2 2023.
51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.