United Advisor Group’s Charles Schwab SCHW Stock Holding History

United Advisor Group’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
2025 Q4	–	Sell	-5,692	Closed	-$543K	–	506
2025 Q3	$543K	Buy	+5,692	New	+$540K	0.07%	249

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

United Advisor Group's SCHW Position: Q4 2025 in Review

United Advisor Group sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 5,692 shares — an estimated $543K sold.

United Advisor Group first reported a position in SCHW in Q3 2025 and held it in 1 quarter. The position peaked at $543K in Q3 2025. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

United Advisor Group reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 5,692 Charles Schwab shares in Q4 2025, an estimated $543K.
United Advisor Group first reported a position in Charles Schwab in Q3 2025 and held it in 1 quarter.
United Advisor Group's Charles Schwab position peaked at $543K in Q3 2025.
2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.