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Disclosery

United Bank: SCHW position timeline

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

United Bank held 16,655 SCHW 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 16,655 shares
    Change vs previous 13F +91 shares

    0.47% of the 13F portfolio, value $1,536,757.

    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 16,564 shares
    Change vs previous 13F +55 shares

    0.52% of the 13F portfolio, value $1,556,685.

    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 16,509 shares
    Change vs previous 13F +26 shares

    0.56% of the 13F portfolio, value $1,649,414.

    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 16,483 shares
    Change vs previous 13F +430 shares

    0.55% of the 13F portfolio, value $1,573,632.

    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 16,053 shares
    Change vs previous 13F +1,070 shares

    0.56% of the 13F portfolio, value $1,464,676.

    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 14,983 shares
    Change vs previous 13F +2,377 shares

    0.48% of the 13F portfolio, value $1,172,869.

    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 12,606 shares
    Change vs previous 13F +1,254 shares

    0.39% of the 13F portfolio, value $932,970.

    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 11,352 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $735,723.

    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).