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Disclosery

Charles Schwab Trust Co: UA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on UA, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 186,453 UA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,453 shares
    Change vs previous 13F +1,253 shares

    <0.01% of the 13F portfolio, value $1,159,738.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT 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 185,200 shares
    Change vs previous 13F +40,480 shares

    <0.01% of the 13F portfolio, value $1,072,308.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT 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 144,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $694,656.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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