UIM
SCHW

Unified Investment Management’s Charles Schwab SCHW Stock Holding History

Unified Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Buy
7,401
+12
+0.2% +$1.09K 0.63% 50
2026
Q1 		$694K Buy
7,389
+337
+5% +$33.1K 0.71% 50
2025
Q4 		$705K Sell
7,052
-106
-1% -$10.1K 0.71% 48
2025
Q3 		$683K Sell
7,158
-598
-8% -$56.8K 0.68% 48
2025
Q2 		$708K Buy
7,756
+153
+2% +$12.8K 0.76% 45
2025
Q1 		$595K Sell
7,603
-703
-8% -$55.2K 0.7% 50
2024
Q4 		$615K Buy
+8,306
New +$622K 0.7% 49

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Unified Investment Management's SCHW Position: Q2 2026 in Review

Unified Investment Management increased its Charles Schwab (SCHW) stake by 0.16% in Q2 2026, buying an estimated $1.09K and bringing the position to 7,401 shares worth $683K. The position accounts for 0.63% of the portfolio, ranked #50.

Unified Investment Management first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $708K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Unified Investment Management held 7,401 shares of Charles Schwab worth $683K as of Q2 2026.
  • Unified Investment Management bought 12 Charles Schwab shares in Q2 2026, an estimated $1.09K.
  • Charles Schwab made up 0.63% of Unified Investment Management's portfolio in Q2 2026, its #50 holding.
  • Unified Investment Management first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Charles Schwab position peaked at $708K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.