Charles Schwab’s Unity Bancorp UNTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Buy |
19,873
+1,207
| +6% | +$65.8K | ﹤0.01% | 2963 |
|
|
2026
Q1 | $967K | Sell |
18,666
-1,993
| -10% | -$105K | ﹤0.01% | 2917 |
|
|
2025
Q4 | $1.07M | Buy |
20,659
+18
| +0.1% | +$896 | ﹤0.01% | 2903 |
|
|
2025
Q3 | $1.01M | Sell |
20,641
-59
| -0.3% | -$3K | ﹤0.01% | 2954 |
|
|
2025
Q2 | $975K | Buy |
20,700
+1,395
| +7% | +$60.1K | ﹤0.01% | 2905 |
|
|
2025
Q1 | $786K | Hold |
19,305
| – | – | ﹤0.01% | 2926 |
|
|
2024
Q4 | $842K | Sell |
19,305
-3
| -0% | -$126 | ﹤0.01% | 2972 |
|
|
2024
Q3 | $658K | Sell |
19,308
-1,001
| -5% | -$32.5K | ﹤0.01% | 3059 |
|
|
2024
Q2 | $601K | Buy |
20,309
+2,096
| +12% | +$56.6K | ﹤0.01% | 3117 |
|
|
2024
Q1 | $503K | Sell |
18,213
-1,079
| -6% | -$30.1K | ﹤0.01% | 3031 |
|
|
2023
Q4 | $571K | Hold |
19,292
| – | – | ﹤0.01% | 3028 |
|
|
2023
Q3 | $452K | Hold |
19,292
| – | – | ﹤0.01% | 3079 |
|
|
2023
Q2 | $455K | Buy |
19,292
+860
| +5% | +$19.5K | ﹤0.01% | 3102 |
|
|
2023
Q1 | $420K | Hold |
18,432
| – | – | ﹤0.01% | 3005 |
|
|
2022
Q4 | $504K | Buy |
18,432
+573
| +3% | +$15.7K | ﹤0.01% | 3003 |
|
|
2022
Q3 | $449K | Buy |
17,859
+5
| +0% | +$137 | ﹤0.01% | 3033 |
|
|
2022
Q2 | $473K | Buy |
+17,854
| New | +$501K | ﹤0.01% | 3098 |
|
|
2021
Q2 | – | Sell |
-18,341
| Closed | -$404K | – | 3543 |
|
|
2021
Q1 | $404K | Hold |
18,341
| – | – | ﹤0.01% | 3151 |
|
|
2020
Q4 | $322K | Buy |
18,341
+662
| +4% | +$10.5K | ﹤0.01% | 3131 |
|
|
2020
Q3 | $205K | Sell |
17,679
-1,605
| -8% | -$21K | ﹤0.01% | 3171 |
|
|
2020
Q2 | $276K | Hold |
19,284
| – | – | ﹤0.01% | 3078 |
|
|
2020
Q1 | $226K | Hold |
19,284
| – | – | ﹤0.01% | 2984 |
|
|
2019
Q4 | $436K | Hold |
19,284
| – | – | ﹤0.01% | 2873 |
|
|
2019
Q3 | $428K | Buy |
19,284
+1,192
| +7% | +$24.7K | ﹤0.01% | 2863 |
|
|
2019
Q2 | $411K | Hold |
18,092
| – | – | ﹤0.01% | 2902 |
|
|
2019
Q1 | $342K | Hold |
18,092
| – | – | ﹤0.01% | 2902 |
|
|
2018
Q4 | $376K | Buy |
18,092
+1,993
| +12% | +$42.6K | ﹤0.01% | 2862 |
|
|
2018
Q3 | $369K | Buy |
16,099
+2,299
| +17% | +$55.3K | ﹤0.01% | 2945 |
|
|
2018
Q2 | $314K | Hold |
13,800
| – | – | ﹤0.01% | 2944 |
|
|
2018
Q1 | $304K | Hold |
13,800
| – | – | ﹤0.01% | 2877 |
|
|
2017
Q4 | $273K | Hold |
13,800
| – | – | ﹤0.01% | 2905 |
|
|
2017
Q3 | $274K | Hold |
13,800
| – | – | ﹤0.01% | 2913 |
|
|
2017
Q2 | $238K | Buy |
+13,800
| New | +$227K | ﹤0.01% | 2967 |
|
Other funds holding UNTY
BFC
PRCP
Charles Schwab's UNTY Position: Q2 2026 in Review
Charles Schwab increased its Unity Bancorp (UNTY) stake by 6.5% in Q2 2026, buying an estimated $65.8K and bringing the position to 19,873 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2963.
Charles Schwab first reported a position in UNTY in Q2 2017 and has held it in 33 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.
- Charles Schwab held 19,873 shares of Unity Bancorp worth $1.17M as of Q2 2026.
- Charles Schwab bought 1,207 Unity Bancorp shares in Q2 2026, an estimated $65.8K.
- Unity Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2963 holding.
- Charles Schwab first reported a position in Unity Bancorp in Q2 2017 and has held it in 33 quarters since.
- 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.