Charles Schwab Investment Management Inc Umh Properties, Inc. Transaction History

Charles Schwab Investment Management Inc

  • $515 Billion
  • Q3 2024

A detailed history of Charles Schwab Investment Management Inc transactions in Umh Properties, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 940,792 shares of UMH stock, worth $17.9 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
940,792
Previous 884,130 6.41%
Holding current value
$17.9 Million
Previous $14.1 Million 30.9%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$16.04 - $20.43 $908,858 - $1.16 Million
56,662 Added 6.41%
940,792 $18.5 Million
Q2 2024

Aug 12, 2024
BUY
$14.75 - $16.49 $973,647 - $1.09 Million
66,010 Added 8.07%
884,130 $14.1 Million
Q1 2024

May 08, 2024
BUY
$14.17 - $16.29 $248,697 - $285,905
17,551 Added 2.19%
818,120 $13.3 Million
Q4 2023

Feb 06, 2024
BUY
$13.41 - $15.56 $774,038 - $898,138
57,721 Added 7.77%
800,569 $12.3 Million
Q3 2023

Nov 08, 2023
BUY
$13.91 - $16.71 $643,907 - $773,522
46,291 Added 6.65%
742,848 $10.4 Million
Q2 2023

Aug 09, 2023
BUY
$14.53 - $16.53 $586,561 - $667,299
40,369 Added 6.15%
696,557 $11.1 Million
Q1 2023

May 11, 2023
BUY
$13.9 - $18.87 $405,768 - $550,853
29,192 Added 4.66%
656,188 $9.71 Million
Q4 2022

Feb 13, 2023
BUY
$15.2 - $18.29 $419,580 - $504,877
27,604 Added 4.61%
626,996 $10.1 Million
Q3 2022

Nov 14, 2022
BUY
$15.9 - $21.31 $192,358 - $257,808
12,098 Added 2.06%
599,392 $9.68 Million
Q2 2022

Aug 15, 2022
BUY
$16.57 - $25.14 $811,300 - $1.23 Million
48,962 Added 9.1%
587,294 $10.4 Million
Q1 2022

May 13, 2022
BUY
$22.68 - $26.62 $830,881 - $975,223
36,635 Added 7.3%
538,332 $13.2 Million
Q4 2021

Feb 11, 2022
BUY
$22.47 - $27.33 $221,104 - $268,927
9,840 Added 2.0%
501,697 $13.7 Million
Q3 2021

Nov 16, 2021
BUY
$21.68 - $25.58 $388,050 - $457,856
17,899 Added 3.78%
491,857 $11.3 Million
Q2 2021

Aug 16, 2021
BUY
$19.21 - $22.96 $1.12 Million - $1.34 Million
58,379 Added 14.05%
473,958 $10.3 Million
Q1 2021

May 17, 2021
BUY
$14.35 - $19.54 $2.01 Million - $2.74 Million
140,240 Added 50.93%
415,579 $7.97 Million
Q4 2020

Feb 16, 2021
BUY
$13.21 - $16.54 $368,109 - $460,903
27,866 Added 11.26%
275,339 $4.08 Million
Q3 2020

Nov 13, 2020
BUY
$11.69 - $14.89 $45,719 - $58,234
3,911 Added 1.61%
247,473 $3.35 Million
Q2 2020

Aug 14, 2020
BUY
$9.87 - $13.96 $121,628 - $172,029
12,323 Added 5.33%
243,562 $3.15 Million
Q1 2020

May 15, 2020
BUY
$9.11 - $16.64 $43,299 - $79,089
4,753 Added 2.1%
231,239 $2.51 Million
Q4 2019

Feb 07, 2020
BUY
$14.16 - $16.2 $169,396 - $193,800
11,963 Added 5.58%
226,486 $3.56 Million
Q3 2019

Nov 08, 2019
BUY
$11.77 - $14.08 $84,131 - $100,643
7,148 Added 3.45%
214,523 $3.02 Million
Q2 2019

Aug 09, 2019
BUY
$12.24 - $14.18 $164,419 - $190,479
13,433 Added 6.93%
207,375 $2.57 Million
Q1 2019

May 14, 2019
BUY
$11.42 - $14.3 $75,566 - $94,623
6,617 Added 3.53%
193,942 $2.73 Million
Q4 2018

Feb 14, 2019
BUY
$11.28 - $15.55 $70,939 - $97,793
6,289 Added 3.47%
187,325 $2.22 Million
Q3 2018

Nov 13, 2018
BUY
$14.92 - $16.56 $363,078 - $402,987
24,335 Added 15.53%
181,036 $2.83 Million
Q2 2018

Aug 08, 2018
BUY
$12.84 - $15.35 $134,755 - $161,098
10,495 Added 7.18%
156,701 $2.41 Million
Q1 2018

May 07, 2018
SELL
$11.67 - $14.54 $20,644 - $25,721
-1,769 Reduced 1.2%
146,206 $1.96 Million
Q4 2017

Jan 17, 2018
SELL
$14.12 - $15.95 $3.89 Million - $4.4 Million
-275,639 Reduced 65.07%
147,975 $2.21 Million
Q3 2017

Nov 13, 2017
BUY
$15.01 - $16.58 $6.36 Million - $7.02 Million
423,614
423,614 $6.59 Million

Others Institutions Holding UMH

# of Institutions
224
Shares Held
55.2M
Call Options Held
14.6K
Put Options Held
13.4K
View Full List

About UMH PROPERTIES, INC.

UMH Quotes by TradingView
  • Ticker UMH
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Residential
  • Shares Outstandng 55,064,800
  • Market Cap $1.05B
  • Description
  • UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...
More about UMH
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