Charles Schwab’s UMH Properties UMH Stock Holding History

Charles Schwab’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.9M	Buy	1,242,647 +22,199	+2%	+$344K	﹤0.01%	1800
2025 Q4	$19.4M	Buy	1,220,448 +39,991	+3%	+$601K	﹤0.01%	1768
2025 Q3	$17.5M	Buy	1,180,457 +54,214	+5%	+$868K	﹤0.01%	1814
2025 Q2	$18.9M	Buy	1,126,243 +104,717	+10%	+$1.79M	﹤0.01%	1706
2025 Q1	$19.1M	Sell	1,021,526 -6,857	-0.7%	-$125K	﹤0.01%	1662
2024 Q4	$19.4M	Buy	1,028,383 +87,591	+9%	+$1.67M	﹤0.01%	1716
2024 Q3	$18.5M	Buy	940,792 +56,662	+6%	+$1.05M	﹤0.01%	1734
2024 Q2	$14.1M	Buy	884,130 +66,010	+8%	+$1.03M	﹤0.01%	1868
2024 Q1	$13.3M	Buy	818,120 +17,551	+2%	+$269K	﹤0.01%	1837
2023 Q4	$12.3M	Buy	800,569 +57,721	+8%	+$832K	﹤0.01%	1879
2023 Q3	$10.4M	Buy	742,848 +46,291	+7%	+$712K	﹤0.01%	1887
2023 Q2	$11.1M	Buy	696,557 +40,369	+6%	+$625K	﹤0.01%	1868
2023 Q1	$9.71M	Buy	656,188 +29,192	+5%	+$479K	﹤0.01%	1892
2022 Q4	$10.1M	Buy	626,996 +27,604	+5%	+$464K	﹤0.01%	1844
2022 Q3	$9.68M	Buy	599,392 +12,098	+2%	+$227K	﹤0.01%	1852
2022 Q2	$10.4M	Buy	587,294 +48,962	+9%	+$1.02M	﹤0.01%	1822
2022 Q1	$13.2M	Buy	538,332 +36,635	+7%	+$880K	﹤0.01%	1796
2021 Q4	$13.7M	Buy	501,697 +9,840	+2%	+$237K	﹤0.01%	1827
2021 Q3	$11.3M	Buy	491,857 +17,899	+4%	+$418K	﹤0.01%	1936
2021 Q2	$10.3M	Buy	473,958 +58,379	+14%	+$1.24M	﹤0.01%	1981
2021 Q1	$7.97M	Buy	415,579 +140,240	+51%	+$2.36M	﹤0.01%	2074
2020 Q4	$4.08M	Buy	275,339 +27,866	+11%	+$405K	﹤0.01%	2320
2020 Q3	$3.35M	Buy	247,473 +3,911	+2%	+$52.1K	﹤0.01%	2272
2020 Q2	$3.15M	Buy	243,562 +12,323	+5%	+$149K	﹤0.01%	2257
2020 Q1	$2.51M	Buy	231,239 +4,753	+2%	+$69.1K	﹤0.01%	2180
2019 Q4	$3.56M	Buy	226,486 +11,963	+6%	+$180K	﹤0.01%	2201
2019 Q3	$3.02M	Buy	214,523 +7,148	+3%	+$92.6K	﹤0.01%	2226
2019 Q2	$2.57M	Buy	207,375 +13,433	+7%	+$181K	﹤0.01%	2282
2019 Q1	$2.73M	Buy	193,942 +6,617	+4%	+$88.7K	﹤0.01%	2256
2018 Q4	$2.22M	Buy	187,325 +6,289	+3%	+$85.2K	﹤0.01%	2299
2018 Q3	$2.83M	Buy	181,036 +24,335	+16%	+$382K	﹤0.01%	2316
2018 Q2	$2.41M	Buy	156,701 +10,495	+7%	+$148K	﹤0.01%	2318
2018 Q1	$1.96M	Sell	146,206 -1,769	-1%	-$23K	﹤0.01%	2339
2017 Q4	$2.21M	Sell	147,975 -275,639	-65%	-$4.19M	﹤0.01%	2268
2017 Q3	$6.59M	Buy	423,614 +212,866	+101%	+$3.41M	0.01%	1731
2017 Q2	$3.59M	Buy	210,748 +109,803	+109%	+$1.81M	﹤0.01%	1985
2017 Q1	$1.54M	Buy	100,945 +50,145	+99%	+$730K	﹤0.01%	2287
2016 Q4	$765K	Buy	50,800 +11,000	+28%	+$141K	﹤0.01%	2512
2016 Q3	$475K	Hold	39,800	–	–	﹤0.01%	2626
2016 Q2	$448K	Hold	39,800	–	–	﹤0.01%	2626
2016 Q1	$395K	Hold	39,800	–	–	﹤0.01%	2676
2015 Q4	$403K	Hold	39,800	–	–	﹤0.01%	2739
2015 Q3	$371K	Hold	39,800	–	–	﹤0.01%	2743
2015 Q2	$391K	Hold	39,800	–	–	﹤0.01%	2773
2015 Q1	$401K	Hold	39,800	–	–	﹤0.01%	2716
2014 Q4	$381K	Hold	39,800	–	–	﹤0.01%	2740
2014 Q3	$379K	Hold	39,800	–	–	﹤0.01%	2686
2014 Q2	$400K	Hold	39,800	–	–	﹤0.01%	2727
2014 Q1	$390K	Hold	39,800	–	–	﹤0.01%	2696
2013 Q4	$375K	Buy	39,800 +12,900	+48%	+$126K	﹤0.01%	2697
2013 Q3	$272K	Hold	26,900	–	–	﹤0.01%	2793
2013 Q2	$280K	Buy	+26,900	New	+$289K	﹤0.01%	2756