UBG
SCHW

United Bank (Georgia)’s Charles Schwab SCHW Stock Holding History

United Bank (Georgia)’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 		$1.54M Buy
16,655
+91
+0.5% +$8.3K 0.47% 59
2026
Q1 		$1.56M Buy
16,564
+55
+0.3% +$5.39K 0.52% 59
2025
Q4 		$1.65M Buy
16,509
+26
+0.2% +$2.47K 0.56% 54
2025
Q3 		$1.57M Buy
16,483
+430
+3% +$40.8K 0.55% 60
2025
Q2 		$1.46M Buy
16,053
+1,070
+7% +$89.6K 0.56% 56
2025
Q1 		$1.17M Buy
14,983
+2,377
+19% +$187K 0.48% 62
2024
Q4 		$933K Buy
12,606
+1,254
+11% +$93.8K 0.39% 67
2024
Q3 		$736K Buy
11,352
+1,309
+13% +$86K 0.34% 70
2024
Q2 		$740K Buy
10,043
+322
+3% +$23.8K 0.37% 69
2024
Q1 		$703K Buy
9,721
+703
+8% +$46.3K 0.36% 70
2023
Q4 		$620K Buy
9,018
+2,870
+47% +$166K 0.34% 71
2023
Q3 		$338K Buy
6,148
+1,185
+24% +$71.6K 0.2% 79
2023
Q2 		$281K Buy
+4,963
New +$260K 0.16% 85
2019
Q3 		– Sell
-10,994
Closed -$442K – 80
2019
Q2 		$442K Sell
10,994
-4,378
-28% -$191K 0.35% 65
2019
Q1 		$657K Buy
15,372
+1,131
+8% +$51.1K 0.52% 58
2018
Q4 		$591K Buy
14,241
+2,305
+19% +$104K 0.55% 54
2018
Q3 		$587K Buy
11,936
+2,046
+21% +$104K 0.46% 56
2018
Q2 		$505K Buy
9,890
+2,044
+26% +$113K 0.43% 58
2018
Q1 		$410K Sell
7,846
-4,150
-35% -$222K 0.37% 60
2017
Q4 		$616K Sell
11,996
-1,153
-9% -$54.2K 0.53% 56
2017
Q3 		$575K Buy
13,149
+4,363
+50% +$181K 0.54% 58
2017
Q2 		$377K Buy
8,786
+3,293
+60% +$132K 0.35% 63
2017
Q1 		$224K Buy
+5,493
New +$227K 0.21% 70

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

United Bank (Georgia)'s SCHW Position: Q2 2026 in Review

United Bank (Georgia) increased its Charles Schwab (SCHW) stake by 0.55% in Q2 2026, buying an estimated $8.3K and bringing the position to 16,655 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #59.

United Bank (Georgia) first reported a position in SCHW in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.65M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • United Bank (Georgia) held 16,655 shares of Charles Schwab worth $1.54M as of Q2 2026.
  • United Bank (Georgia) bought 91 Charles Schwab shares in Q2 2026, an estimated $8.3K.
  • Charles Schwab made up 0.47% of United Bank (Georgia)'s portfolio in Q2 2026, its #59 holding.
  • United Bank (Georgia) first reported a position in Charles Schwab in Q1 2017 and has held it in 23 quarters since.
  • United Bank (Georgia)'s Charles Schwab position peaked at $1.65M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on United Bank (Georgia)'s 13F filing for Q2 2026, filed 10 Aug 2026.