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Disclosery

United Bank: SCHD position timeline

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

United Bank held 222,798 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,798 shares
    Change vs previous 13F +6,879 shares

    2.15% of the 13F portfolio, value $7,064,925.

    13F-HR 0001420506-26-001495 filed by United Bank
    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 215,919 shares
    Change vs previous 13F +5,827 shares

    2.2% of the 13F portfolio, value $6,624,395.

    13F-HR 0001420506-26-000776 filed by United Bank
    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 210,092 shares
    Change vs previous 13F +7,544 shares

    1.95% of the 13F portfolio, value $5,762,824.

    13F-HR 0001420506-26-000177 filed by United Bank
    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 202,548 shares
    Change vs previous 13F +6,835 shares

    1.92% of the 13F portfolio, value $5,529,560.

    13F-HR 0001420506-25-003082 filed by United Bank
    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 195,713 shares
    Change vs previous 13F +9,351 shares

    1.98% of the 13F portfolio, value $5,186,395.

    13F-HR 0001420506-25-001605 filed by United Bank
    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 186,362 shares
    Change vs previous 13F +2,333 shares

    2.15% of the 13F portfolio, value $5,210,682.

    13F-HR 0001420506-25-000880 filed by United Bank
    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 184,029 shares
    Change vs previous 13F +122,999 shares

    2.12% of the 13F portfolio, value $5,027,672.

    13F-HR 0001420506-25-000304 filed by United Bank
    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 61,030 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $5,158,866.

    13F-HR 0001420506-24-002192 filed by United Bank
    Filed (acceptance time not in the bulk data set), ingested

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