Charles Schwab’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.62M Buy
2025
Q2
$3.53M Buy
2025
Q1
$3.14M Sell
2024
Q4
$3.41M Buy
2024
Q3
$4.89M Buy
2024
Q2
$3.93M Buy
2024
Q1
$3.97M Buy
2023
Q4
$3.8M Buy
2023
Q3
$2.52M Buy
2023
Q2
$2.78M Buy
2023
Q1
$2.43M Buy
2022
Q4
$1.61M Buy
2022
Q3
$1.41M Buy
2022
Q2
$1.48M Sell
2022
Q1
$2.06M Buy
2021
Q4
$2.62M Sell
2021
Q3
$3.11M Buy
2021
Q2
$2.24M Buy
2021
Q1
$2.02M Buy