United Community Bank’s Charles Schwab SCHW Stock Holding History

United Community Bank’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	$1.05M	Buy	11,149 +124	+1%	+$12.2K	0.35%	68
2025 Q4	$1.1M	Sell	11,025 -20	-0.2%	-$1.9K	0.42%	56
2025 Q3	$1.05M	Buy	11,045 +1,206	+12%	+$114K	0.33%	70
2025 Q2	$898K	Buy	9,839 +142	+1%	+$11.9K	0.31%	80
2025 Q1	$759K	Buy	9,697 +117	+1%	+$9.18K	0.28%	87
2024 Q4	$709K	Sell	9,580 -270	-3%	-$20.2K	0.28%	89
2024 Q3	$638K	Sell	9,850 -140	-1%	-$9.2K	0.25%	94
2024 Q2	$736K	Sell	9,990 -780	-7%	-$57.6K	0.3%	86
2024 Q1	$779K	Sell	10,770 -2,410	-18%	-$159K	0.3%	76
2023 Q4	$907K	Sell	13,180 -460	-3%	-$26.6K	0.38%	71
2023 Q3	$749K	Buy	13,640 +2,850	+26%	+$172K	0.37%	66
2023 Q2	$612K	Buy	+10,790	New	+$565K	0.54%	39

Other funds holding SCHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

United Community Bank's SCHW Position: Q1 2026 in Review

United Community Bank increased its Charles Schwab (SCHW) stake by 1.1% in Q1 2026, buying an estimated $12.2K and bringing the position to 11,149 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #68.

United Community Bank first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

United Community Bank held 11,149 shares of Charles Schwab worth $1.05M as of Q1 2026.
United Community Bank bought 124 Charles Schwab shares in Q1 2026, an estimated $12.2K.
Charles Schwab made up 0.35% of United Community Bank's portfolio in Q1 2026, its #68 holding.
United Community Bank first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
United Community Bank's Charles Schwab position peaked at $1.1M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.