UCFA
SCHW

United Capital Financial Advisors’s Charles Schwab SCHW Stock Holding History

United Capital Financial Advisors’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
Q1 		$13.7M Buy
145,710
+2,510
+2% +$246K 0.08% 191
2025
Q4 		$14.3M Buy
143,200
+19,593
+16% +$1.86M 0.09% 187
2025
Q3 		$11.8M Buy
123,607
+83,752
+210% +$7.95M 0.08% 181
2025
Q2 		$3.64M Buy
39,855
+113
+0.3% +$9.46K 0.03% 326
2025
Q1 		$3.11M Buy
39,742
+1,889
+5% +$148K 0.03% 349
2024
Q4 		$2.8M Sell
37,853
-528
-1% -$39.5K 0.02% 354
2024
Q3 		$2.49M Sell
38,381
-1,409
-4% -$92.6K 0.02% 369
2024
Q2 		$2.93M Sell
39,790
-7,996
-17% -$591K 0.03% 336
2024
Q1 		$3.46M Sell
47,786
-427
-0.9% -$28.1K 0.03% 336
2023
Q4 		$3.32M Buy
48,213
+35,515
+280% +$2.05M 0.03% 340
2023
Q3 		$697K Sell
12,698
-3,046
-19% -$184K ﹤0.01% 581
2023
Q2 		$892K Sell
15,744
-14,198
-47% -$744K ﹤0.01% 575
2023
Q1 		$1.57M Buy
29,942
+15,949
+114% +$1.17M 0.01% 487
2022
Q4 		$1.17M Sell
13,993
-1,288
-8% -$100K 0.01% 577
2022
Q3 		$1.1M Sell
15,281
-941
-6% -$65.3K 0.01% 591
2022
Q2 		$1.02M Buy
16,222
+1,793
+12% +$124K 0.01% 633
2022
Q1 		$1.22M Sell
14,429
-5,044
-26% -$444K 0.01% 626
2021
Q4 		$1.64M Sell
19,473
-16,128
-45% -$1.3M 0.01% 577
2021
Q3 		$2.59M Buy
35,601
+4,465
+14% +$319K 0.01% 476
2021
Q2 		$2.27M Buy
31,136
+43
+0.1% +$3.04K 0.01% 512
2021
Q1 		$2.03M Buy
31,093
+1,588
+5% +$96.3K 0.01% 507
2020
Q4 		$1.56M Buy
29,505
+12,235
+71% +$554K 0.01% 561
2020
Q3 		$626K Buy
17,270
+347
+2% +$12.1K ﹤0.01% 774
2020
Q2 		$571K Sell
16,923
-99,600
-85% -$3.57M ﹤0.01% 822
2020
Q1 		$3.92M Buy
116,523
+100,286
+618% +$4.21M 0.03% 376
2019
Q4 		$772K Buy
16,237
+6,243
+62% +$275K 0.01% 865
2019
Q3 		$418K Sell
9,994
-31,923
-76% -$1.29M ﹤0.01% 993
2019
Q2 		$1.69M Sell
41,917
-38,977
-48% -$1.7M 0.01% 665
2019
Q1 		$3.46M Buy
80,894
+10,876
+16% +$491K 0.02% 481
2018
Q4 		$2.91M Sell
70,018
-9,781
-12% -$442K 0.02% 474
2018
Q3 		$3.92M Buy
79,799
+15,320
+24% +$782K 0.03% 479
2018
Q2 		$3.29M Buy
64,479
+4,467
+7% +$247K 0.02% 492
2018
Q1 		$3.13M Buy
60,012
+24,305
+68% +$1.3M 0.02% 487
2017
Q4 		$1.83M Buy
35,707
+3,285
+10% +$154K 0.01% 613
2017
Q3 		$1.42M Buy
32,422
+16,245
+100% +$674K 0.01% 674
2017
Q2 		$695K Sell
16,177
-2,442
-13% -$97.8K 0.01% 852
2017
Q1 		$760K Buy
18,619
+610
+3% +$25.2K 0.01% 816
2016
Q4 		$711K Buy
18,009
+6,677
+59% +$239K 0.01% 837
2016
Q3 		$358K Sell
11,332
-47,925
-81% -$1.41M ﹤0.01% 1032
2016
Q2 		$1.48M Buy
59,257
+37,837
+177% +$1.08M 0.02% 625
2016
Q1 		$600K Buy
21,420
+53
+0.2% +$1.4K 0.01% 824
2015
Q4 		$704K Buy
21,367
+2,230
+12% +$70.6K 0.01% 788
2015
Q3 		$547K Sell
19,137
-70
-0.4% -$2.25K 0.01% 870
2015
Q2 		$627K Sell
19,207
-420
-2% -$13.3K 0.01% 843
2015
Q1 		$599K Buy
19,627
+3,570
+22% +$103K 0.01% 840
2014
Q4 		$485K Sell
16,057
-127
-0.8% -$3.61K 0.01% 831
2014
Q3 		$476K Buy
16,184
+56
+0.3% +$1.58K 0.01% 806
2014
Q2 		$434K Buy
16,128
+3,440
+27% +$90.3K 0.01% 704
2014
Q1 		$347K Buy
+12,688
New +$332K 0.01% 740
2013
Q4 		– Sell
-11,770
Closed -$249K – 741
2013
Q3 		$249K Sell
11,770
-9,806
-45% -$213K 0.01% 593
2013
Q2 		$458K Buy
+21,576
New +$399K 0.01% 522

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

United Capital Financial Advisors's SCHW Position: Q1 2026 in Review

United Capital Financial Advisors increased its Charles Schwab (SCHW) stake by 1.8% in Q1 2026, buying an estimated $246K and bringing the position to 145,710 shares worth $13.7M. The position accounts for 0.08% of the portfolio, ranked #191.

United Capital Financial Advisors first reported a position in SCHW in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.3M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • United Capital Financial Advisors held 145,710 shares of Charles Schwab worth $13.7M as of Q1 2026.
  • United Capital Financial Advisors bought 2,510 Charles Schwab shares in Q1 2026, an estimated $246K.
  • Charles Schwab made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #191 holding.
  • United Capital Financial Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Charles Schwab position peaked at $14.3M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.