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

Charles Schwab Investment Management Inc

$527 Billion
Q4 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 1,028,383 shares of UMH stock, worth $18.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,028,383

Previous 940,792 9.31%

Holding current value

$18.7 Million

Previous $18.5 Million 4.92%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$18.21 - $19.85 $1.6 Million - $1.74 Million	87,591 Added 9.31%	1,028,383 $19.4 Million
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

232

Shares Held

56.9M

Call Options Held

14.6K

Put Options Held

13.4K

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $1B
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...

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