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Disclosery

Unified Investment Management: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unified Investment Management on SCHW, newest first. How the timeline and the estimate are built.

Unified Investment Management held 7,403 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,403 shares
    Change vs previous 13F +2 shares

    0.65% of the 13F portfolio, value $723,549.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,401 shares
    Change vs previous 13F +12 shares

    0.64% of the 13F portfolio, value $682,935.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,389 shares
    Change vs previous 13F +337 shares

    0.71% of the 13F portfolio, value $694,412.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,052 shares
    Change vs previous 13F -106 shares

    0.71% of the 13F portfolio, value $704,538.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,158 shares
    Change vs previous 13F -598 shares

    0.68% of the 13F portfolio, value $683,343.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,756 shares
    Change vs previous 13F +153 shares

    0.76% of the 13F portfolio, value $707,625.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,603 shares
    Change vs previous 13F -703 shares

    0.7% of the 13F portfolio, value $595,141.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,306 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $614,728.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).