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Disclosery

United Asset Strategies, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on SCHW, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 196,428 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,428 shares
    Change vs previous 13F -210 shares

    1.28% of the 13F portfolio, value $18,124,367.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 196,638 shares
    Change vs previous 13F +7,715 shares

    1.47% of the 13F portfolio, value $18,480,062.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 188,923 shares
    Change vs previous 13F -1,644 shares

    1.46% of the 13F portfolio, value $18,875,330.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 190,567 shares
    Change vs previous 13F -3,732 shares

    1.46% of the 13F portfolio, value $18,193,471.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 194,299 shares
    Change vs previous 13F +1,741 shares

    1.51% of the 13F portfolio, value $17,727,819.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 192,558 shares
    Change vs previous 13F +4,319 shares

    1.4% of the 13F portfolio, value $15,073,437.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 188,239 shares
    Change vs previous 13F +2,497 shares

    1.28% of the 13F portfolio, value $13,931,590.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 185,742 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $12,037,914.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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