Charles Schwab’s UL Solutions ULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
396,210
+19,110
| +5% | +$1.39M | 0.01% | 1444 |
|
|
2025
Q1 | $21.3M | Buy |
377,100
+11,776
| +3% | +$664K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $18.2M | Buy |
365,324
+22,617
| +7% | +$1.13M | ﹤0.01% | 1748 |
|
|
2024
Q3 | $16.9M | Buy |
342,707
+117,794
| +52% | +$5.81M | ﹤0.01% | 1782 |
|
|
2024
Q2 | $9.49M | Buy |
+224,913
| New | +$9.49M | ﹤0.01% | 2067 |
|