Skip to content
Disclosery

Charles Schwab Trust Co: UMH position timeline

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

Charles Schwab Trust Co held 1,312,010 UMH 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 1,312,010 shares
    Change vs previous 13F +69,363 shares

    <0.01% of the 13F portfolio, value $19,863,831.

    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 1,242,647 shares
    Change vs previous 13F +22,199 shares

    <0.01% of the 13F portfolio, value $17,931,396.

    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 1,220,448 shares
    Change vs previous 13F +39,991 shares

    <0.01% of the 13F portfolio, value $19,417,328.

    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).

  4. period ended2025-09-30
    13F 1,180,457 shares
    Change vs previous 13F +54,214 shares

    <0.01% of the 13F portfolio, value $17,529,786.

    13F-HR 0001752724-25-215019 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).

  5. period ended2025-06-30
    13F 1,126,243 shares
    Change vs previous 13F +104,717 shares

    <0.01% of the 13F portfolio, value $18,909,620.

    13F-HR 0001752724-25-186359 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).

  6. period ended2025-03-31
    13F/A 1,021,526 shares
    Change vs previous 13F -6,857 shares

    <0.01% of the 13F portfolio, value $19,102,536.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 1,028,383 shares
    Change vs previous 13F +87,591 shares

    <0.01% of the 13F portfolio, value $19,415,871.

    13F-HR 0001752724-25-020817 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).

  8. period ended2024-09-30
    13F 940,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,505,379.

    13F-HR 0001752724-24-247180 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).