Charles Schwab Investment Management Inc United Bankshares Inc Transaction History

Charles Schwab Investment Management Inc

$429 Billion
Q1 2024

A detailed history of Charles Schwab Investment Management Inc transactions in United Bankshares Inc stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,541,474 shares of UBSI stock, worth $49.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,541,474

Previous 1,486,804 3.68%

Holding current value

$49.2 Million

Previous $55.8 Million 1.18%

% of portfolio

0.01%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$33.1 - $37.76 $1.81 Million - $2.06 Million	54,670 Added 3.68%	1,541,474 $55.2 Million
Q4 2023 Feb 06, 2024	BUY	$25.99 - $38.3 $1.57 Million - $2.32 Million	60,465 Added 4.24%	1,486,804 $55.8 Million
Q3 2023 Nov 08, 2023	BUY	$26.74 - $33.81 $728,263 - $920,815	27,235 Added 1.95%	1,426,339 $39.4 Million
Q2 2023 Aug 09, 2023	BUY	$27.93 - $34.98 $919,427 - $1.15 Million	32,919 Added 2.41%	1,399,104 $41.5 Million
Q1 2023 May 11, 2023	BUY	$35.03 - $42.3 $493,712 - $596,176	14,094 Added 1.04%	1,366,185 $48.1 Million

Q4 2022 Feb 13, 2023	BUY	$36.4 - $43.77 $858,239 - $1.03 Million	23,578 Added 1.77%	1,352,091 $54.7 Million
Q3 2022 Nov 14, 2022	BUY	$34.17 - $40.68 $2.66 Million - $3.17 Million	77,811 Added 6.22%	1,328,513 $47.5 Million
Q2 2022 Aug 15, 2022	BUY	$33.26 - $37.57 $686,652 - $775,632	20,645 Added 1.68%	1,250,702 $43.9 Million
Q1 2022 May 13, 2022	BUY	$33.73 - $39.41 $1.79 Million - $2.09 Million	52,921 Added 4.5%	1,230,057 $42.9 Million
Q4 2021 Feb 11, 2022	BUY	$34.13 - $39.1 $2.49 Million - $2.85 Million	72,983 Added 6.61%	1,177,136 $42.7 Million
Q3 2021 Nov 16, 2021	SELL	$32.14 - $36.86 $1.62 Million - $1.86 Million	-50,334 Reduced 4.36%	1,104,153 $40.2 Million
Q2 2021 Aug 16, 2021	BUY	$36.36 - $42.31 $1.99 Million - $2.32 Million	54,829 Added 4.99%	1,154,487 $42.1 Million
Q1 2021 May 17, 2021	BUY	$31.66 - $40.74 $739,482 - $951,564	23,357 Added 2.17%	1,099,658 $42.4 Million
Q4 2020 Feb 16, 2021	BUY	$22.2 - $32.43 $535,153 - $781,757	24,106 Added 2.29%	1,076,301 $34.9 Million
Q3 2020 Nov 13, 2020	BUY	$20.86 - $29.22 $75,450 - $105,688	3,617 Added 0.34%	1,052,195 $22.6 Million
Q2 2020 Aug 14, 2020	BUY	$21.96 - $32.31 $4.26 Million - $6.27 Million	194,185 Added 22.73%	1,048,578 $29 Million
Q1 2020 May 15, 2020	BUY	$20.68 - $38.7 $877,990 - $1.64 Million	42,456 Added 5.23%	854,393 $19.7 Million
Q4 2019 Feb 07, 2020	BUY	$36.48 - $40.59 $619,612 - $689,421	16,985 Added 2.14%	811,937 $31.4 Million
Q3 2019 Nov 08, 2019	BUY	$34.94 - $39.59 $1.03 Million - $1.17 Million	29,523 Added 3.86%	794,952 $30.1 Million
Q2 2019 Aug 09, 2019	BUY	$35.78 - $39.71 $274,861 - $305,052	7,682 Added 1.01%	765,429 $28.4 Million
Q1 2019 May 14, 2019	BUY	$31.59 - $38.72 $1.05 Million - $1.29 Million	33,349 Added 4.6%	757,747 $27.5 Million
Q4 2018 Feb 14, 2019	SELL	$29.21 - $36.31 $54,476 - $67,718	-1,865 Reduced 0.26%	724,398 $22.5 Million
Q3 2018 Nov 13, 2018	BUY	$35.3 - $39.75 $907,139 - $1.02 Million	25,698 Added 3.67%	726,263 $26.4 Million
Q2 2018 Aug 08, 2018	BUY	$33.9 - $38.4 $1.96 Million - $2.23 Million	57,946 Added 9.02%	700,565 $25.5 Million
Q1 2018 May 07, 2018	BUY	$33.65 - $37.8 $1.4 Million - $1.57 Million	41,536 Added 6.91%	642,619 $22.7 Million
Q4 2017 Jan 17, 2018	BUY	$34.05 - $37.9 $1.24 Million - $1.38 Million	36,496 Added 6.46%	601,083 $20.9 Million
Q3 2017 Nov 13, 2017	BUY	$32.05 - $37.4 $18.1 Million - $21.1 Million	564,587	564,587 $21 Million

Others Institutions Holding UBSI

# of Institutions

327

Shares Held

93.3M

Call Options Held

104K

Put Options Held

37K

View Full List

About UNITED BANKSHARES INC

Ticker UBSI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 134,592,000
Market Cap $4.29B
Description
United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. It operates through two segments, Community Banking and Mortgage Banking. The company accepts checking, savings, and time and money market accounts; individual retirement accounts; and demand deposits...

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Charles Schwab Investment Management Inc United Bankshares Inc Transaction History