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 Q2	$1.03M	Buy	11,155 +6	+0.1%	+$547	0.32%	73
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Community Bank's SCHW Position: Q2 2026 in Review

United Community Bank increased its Charles Schwab (SCHW) stake by 0.05% in Q2 2026, buying an estimated $547 and bringing the position to 11,155 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #73.

United Community Bank first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

United Community Bank held 11,155 shares of Charles Schwab worth $1.03M as of Q2 2026.
United Community Bank bought 6 Charles Schwab shares in Q2 2026, an estimated $547.
Charles Schwab made up 0.32% of United Community Bank's portfolio in Q2 2026, its #73 holding.
United Community Bank first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
United Community Bank's Charles Schwab position peaked at $1.1M in Q4 2025.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.