Charles Schwab
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Charles Schwab’s UWM Holdings UWMC Stock Holding History

Charles Schwab’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.62M Buy
1,582,771
+37,665
+2% +$117K ﹤0.01% 2599
2026
Q1 		$5.59M Buy
1,545,106
+86,874
+6% +$400K ﹤0.01% 2358
2025
Q4 		$6.39M Buy
1,458,232
+207,572
+17% +$1.12M ﹤0.01% 2339
2025
Q3 		$7.62M Buy
1,250,660
+398,824
+47% +$2.09M ﹤0.01% 2237
2025
Q2 		$3.53M Buy
851,836
+277,160
+48% +$1.22M ﹤0.01% 2476
2025
Q1 		$3.14M Sell
574,676
-5,871
-1% -$35.7K ﹤0.01% 2465
2024
Q4 		$3.41M Buy
580,547
+6,257
+1% +$40.7K ﹤0.01% 2515
2024
Q3 		$4.89M Buy
574,290
+7,846
+1% +$66.1K ﹤0.01% 2389
2024
Q2 		$3.93M Buy
566,444
+19,423
+4% +$133K ﹤0.01% 2448
2024
Q1 		$3.97M Buy
547,021
+15,306
+3% +$103K ﹤0.01% 2369
2023
Q4 		$3.8M Buy
531,715
+11,717
+2% +$66.1K ﹤0.01% 2421
2023
Q3 		$2.52M Buy
519,998
+23,388
+5% +$135K ﹤0.01% 2531
2023
Q2 		$2.78M Buy
496,610
+1,684
+0.3% +$9.07K ﹤0.01% 2451
2023
Q1 		$2.43M Buy
494,926
+7,822
+2% +$34.3K ﹤0.01% 2470
2022
Q4 		$1.61M Buy
487,104
+7,583
+2% +$28.4K ﹤0.01% 2631
2022
Q3 		$1.41M Buy
479,521
+61,535
+15% +$227K ﹤0.01% 2695
2022
Q2 		$1.48M Sell
417,986
-36,640
-8% -$140K ﹤0.01% 2653
2022
Q1 		$2.06M Buy
454,626
+11,507
+3% +$55.5K ﹤0.01% 2640
2021
Q4 		$2.62M Sell
443,119
-3,922
-0.9% -$26.5K ﹤0.01% 2613
2021
Q3 		$3.11M Buy
447,041
+181,796
+69% +$1.35M ﹤0.01% 2591
2021
Q2 		$2.24M Buy
265,245
+11,085
+4% +$92.8K ﹤0.01% 2677
2021
Q1 		$2.02M Buy
+254,160
New +$2.47M ﹤0.01% 2659

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Charles Schwab's UWMC Position: Q2 2026 in Review

Charles Schwab increased its UWM Holdings (UWMC) stake by 2.4% in Q2 2026, buying an estimated $117K and bringing the position to 1,582,771 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Charles Schwab first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.62M in Q3 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Charles Schwab held 1,582,771 shares of UWM Holdings worth $3.62M as of Q2 2026.
  • Charles Schwab bought 37,665 UWM Holdings shares in Q2 2026, an estimated $117K.
  • UWM Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2599 holding.
  • Charles Schwab first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's UWM Holdings position peaked at $7.62M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.